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Blog & Legal Updates

Filtered for Practice Area: Beneficiary Selection

What You Need to Know About "The Great Wealth Transfer"

What You Need to Know About

Last year marked the beginning of a historic economic event and what economists are calling 'The Great Wealth Transfer'. Over the next several decades, an estimated $30 trillion will be passed to Millennials from their aging parents and grandparents throughout the U.S., Canada and the UK.

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Estate Planning During Divorce

Estate Planning During Divorce

Estate planning is sometimes the last thing on our client's mind during a divorce, when in fact it's a critical element to ensuring their assets are safe during process. Here are some of the most common questions we receive about how the estate planning process works during divorce.

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Five Essential Pitfalls of "DIY" Estate Planning

Five Essential Pitfalls of

As our culture becomes increasingly dependent on access to free information, unbundled services, and cheap alternatives to traditional methods, we continue to hear the question; 'can I prepare my own estate plan?' As you consider your planning options, here are a few essential pitfalls when it c

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