Imagine sitting around the dining room table, surrounded by your family, and feeling a sense of pride knowing that the legacy you’ve built will benefit not just your children, but also your grandchildren. This is the power of effective multigenerational wealth transfer. As adult parents in your peak earning years, you’re working hard to accumulate…
July is a special month as we celebrate Disability Pride, recognizing the achievements, contributions, and rights of individuals with disabilities. It’s also an excellent time to highlight the importance of inclusive estate planning practices that respect and accommodate the unique needs and preferences of everyone. Why Inclusive Estate Planning Matters Inclusive estate planning goes…
July is a time of celebration, and nothing says celebration quite like the dazzling fireworks displays we enjoyed on the 4th of July. Just as fireworks light up the sky with brilliance and excitement, a well-crafted estate plan can illuminate the path to a secure and independent future. Let’s explore how estate planning can bring…
Meet Sarah and Margaret Sarah is a dedicated professional who balances a demanding career with caring for her aging mother, Margaret. Sarah visits Margaret every weekend, enjoying their time together over tea and conversation. Lately, however, Sarah has noticed changes in her mother that raise concern. Margaret seems unusually withdrawn, more anxious, and her cheerful…
