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...

There is No Fix–It & Forget-It in Estate Planning

It’s hard to imagine, but people who spend a lifetime accumulating wealth often spend little or no time planning for what will happen to that wealth after they are gone. It is especially shocking when children are in the picture.  A recent Consumer Reports survey...