Assessing the Needs of an Aging Parent

Planning for the future needs of an aging parent can often be a sensitive and delicate task for adult children to undertake. Baby boomers who must balance the needs of their own children with concerns about their parent’s well-being have become known as members of the “sandwich generation,” as they struggle to provide multigenerational care […]

What to Know About Multigenerational Estate Planning

Baby Boomers — those born between 1946 and 1964 — hold about $20 trillion in wealth. Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill. Here are some ways to handle multigenerational estate planning so that the generations […]

Our Services

Our Company