Everyone’s buzzing about “The Great Wealth Transfer”—a jaw-dropping $84 trillion projected to change hands between generations over the next 20 years. Sounds like champagne and private islands, right? Not so fast. Here’s the catch: most Americans still don’t have an estate plan. That means a giant chunk of that money could vanish into legal fees,…
David had built a thriving accounting firm over 40 years. He assumed his son, Ryan, would naturally take over when he retired. They had a few casual conversations about it, but nothing was in writing. When David unexpectedly passed away, Ryan found himself in a legal and financial nightmare—disputes with his father’s business partner, IRS…
When Jake started his construction company 25 years ago, estate planning was the last thing on his mind. He focused on building his business, hiring the right people, and securing contracts. But as his company grew, so did his responsibilities—not just to his family but to his employees, partners, and clients. It wasn’t until a…
Maria had always admired her grandmother’s quilt, but it wasn’t until she inherited it that she truly understood its significance. Inside the folds of fabric, she found a handwritten note detailing the stories behind each square. One square was from her great-grandfather’s army uniform; another was made from her grandmother’s wedding dress. The quilt wasn’t…
