Securely Storing Your Legal Documents
Among your key estate planning documents are your will, living wills, powers of attorney, and medical directives. Securing these somewhere your survivors can easily access them is crucial. Consider storing other information, like birth certificates, marriage licenses,...
Financial Planning: High-Net-Worth Wealth Transfer to Heirs
The great wealth transfer is underway in America. Through 2045, Baby Boomers will pass down assets worth roughly $84 trillion to Gen Z, Millennials, and Gen X. What constitutes a high-net-worth (HNW) inheritance? In the United States, that number averages...
AI and Obituaries: Did AI Write This Death Announcement?
For many, obituaries play an essential role in mourning. They notify community members of a person’s passing and pay tribute to their life. While the practice of sharing death notices originated in ancient Rome, modern obituaries developed in the 1930s and ’40s....