Facts are stubborn things. We all want to retire successful and pass a meaningful legacy. However, studies have shown that 70% of family wealth is lost by the end of a family’s second generation and 90% by the end of the third. (more…)Read More
5 Reasons to Update Your Estate Plan
Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you should you become incapacitated. They take care of your family and pets. And, if carefully crafted, they reduce fees, taxes, stress, and time delays. Estate plans can even keep your family and financial affairs private. But one thing estate plans can’t do is update themselves.