Estate Planning

Over 50% of baby boomers with kids will pass on without any formal will or estate plan.**


Have you pushed off estate planning because of the cumbersome process, a busy lifestyle, and the lack of direction on where to start?

Are you uncomfortable spending down your nest egg in fear it will dwindle the money you want to leave behind to your heirs?

Most people have spent their entire lives building a legacy that they intend to pass on to their family, community and favorite charitable organizations. Are you surprised and disgusted that the government is the primary beneficiary of your legacy?



** Source: Yahoo Finance Article