Legacy Planning Considerations for Soon to Be or Recent Retirees
Are you starting to consider your “retirement age?” According to a 2018 Gallup survey, the average American expects to retire at age 66.[1] According to the research the number of [...]
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Legacy Planning Considerations for Young Families
It is easy for families to become overwhelmed by all of the information being presented and the heavy topics that are addressed in traditional estate planning when planning for what [...]
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Legacy Planning Considerations for Blended Families
Meet Tom and Sue Jones, a married couple living in Illinois. Tom is 56, and Sue is 61. Tom has two daughters, ages 20 and 16, from his first marriage [...]
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Legacy Planning Is Estate Planning but So Much More
Legacy Planning is a process in which you set your own goals for your healthcare decisions, the care of your dependents, the distribution of your property, and the selection of [...]
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