Breast Cancer & Legacy Planning

Breast cancer awareness and legacy estate planning

It’s Breast Cancer Awareness Month and thankfully we have made a lot of solid progress towards saving the lives. In general, the prognosis for most women diagnosed with Breast Cancer has improved greatly. Let’s pause and celebrate that, keeping in mind that no one should rest on progress — THE FIGHT CONTINUES. Anyone over the…


Estate Planning by the Numbers: Millennials vs Baby Boomers

More Troubling Statistics When it Comes to Millennials and Estate Planning Much has been made about the differences between Baby Boomers and Millennials and their spending/saving habits and other economic differences. According to new research from the Natixis U.S. Investor Survey, almost 70 percent of young people expect to inherit money from their parents. Surprisingly, the same survey also…