The 7 Simple Estate Planning Must-Haves that Keep Your Family Out of Court

If you’ve ever had a friend,  child, or even grandchild effortlessly solve a technology problem that had frustrated you endlessly, you can probably empathize with the millions of Americans who forgo estate planning because they fear it is highly complicated and...

The Greatest Wealth Transfer in History is Underway – Here’s How to Play Your Part

How much wealth will be passed on over the next fifty-some years? The Boston College Center on Wealth and Philanthropy has recently released new  research revealing a remarkable transfer of wealth, potentially greater than the sum of all that transferred throughout...

School-Year Chaos is Near, Have You Finished These 5 To-Dos?

School-Year Chaos is Near, Have You Finished These 5 To-Dos? You won’t be surprised to hear that Americans like to get the most enjoyment they can out of the summer, but is it worth putting off what you need to do for what you want to do? Parents know, once the school...