The Great Wealth Transfer: Managing Your Inheritance Wisely

December 26, 2024
Brian Hicks
Estate Planning, Our Blog

We are in the midst of one of the most substantial intergenerational transfers of wealth in history. Referred to as the “Great Wealth Transfer,” it is expected to continue for another couple of decades. Baby boomers are the primary source...

Make Your Estate Plan Conflict-Free

February 20, 2023
Tim Larson
Estate Planning

It is possible that your children, minor and adult, will not agree on family circumstances, particularly regarding inheriting your estate. Relationships can change and intensify when you die, with underlying issues that bubble to the surface, creating tensions over your…

US History’s Greatest Wealth Transfer

August 29, 2022
Tim Larson
Estate Planning

America is on the brink of the largest wealth transfer in history as baby boomers prepare to pass on their legacies through estate planning. Over the next 25 years, projections estimate 68.4 trillion dollars will be in motion to create an unprecedented transfer…