The family members of someone who has recently died sometimes feel compelled to take legal action against their estate. In some cases, there is clear evidence that an older adult had already experienced significant cognitive decline when they drafted or updated their...
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Month: May 2024
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What is the Great Wealth Transfer?
The great wealth transfer has already begun, but it generally refers to a shift in wealth in America over the next two decades. Essentially, Baby Boomers have roughly $84 trillion in assets. This is the greatest amount of assets ever to be passed down to the next...
Changes you may need to make to your most recent estate plan
You may have an estate plan in place, but have you ever updated it? Many people forget to alter their estate plans over the years. This can create problems during the probate process when it is unclear how certain unaccounted for assets should be distributed. It is...


