America’s baby boomers are living decades longer than previous generations. However, that longevity comes with challenges as seniors age. From increasing health concerns to the heightened need for financial safeguards, it is imperative that older Americans...
Working with a trustee to administer a trust and preserve family wealth should be a streamlined process; however, that’s not always the case. From large, impersonal corporate banks to an inexperienced individual, the wrong trustee can make trust administration...
The Great Wealth Transfer: A Window of Opportunity There’s a major shift happening in the world of wealth. The Great Wealth Transfer will soon put wives, mothers, sisters, and daughters in control of more resources than ever before. By 2030,...
