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...

$5 Million or $500, an Estate Plan is About More than Just Money

If you were to judge them by its popular portrayal in television and film, you might think that estate planning is a domain reserved for the super-rich–or even villainous misers who care for nothing more than their monetary fortune. Like many depictions in...

Your Children are Your Greatest Treasure

Over the course of this summer, you’ve undoubtedly gone through a small fortune in band-aids  patching up the countless bumps, scrapes, and bruises that summertime activities put upon your young children. And yet they can’t wait to get back outside! You’ve carefully...