Spring Cleaning for Your Estate Plan: Review and Revise
Takeaways Regularly reviewing and updating your estate plan is crucial to ensure that your money and property will be managed and distributed according to your wishes and that your health care preferences are followed. Changes in life events, financial status, health,...
Green Burials, Eternal Reefs, and Your Estate Plan
Takeaways The evolution of burial practices reflects shifts in cultural values, religious beliefs, environmental awareness, and technological advancements. Eco-friendly and innovative body disposition methods, such as green burials, reef burials, and space burials,...
Wealth Building With Cryptocurrency: A Generational Divide
Takeaways Many older Americans shy away from cryptocurrencies as an investment vehicle for their retirement. Millennials and Gen Z also view cryptocurrencies as risky — but as a risk worth taking. We’re living in an increasingly digital world where virtually all areas...