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What -You-should-know-about-prepaid-funeral-plans
May 23, 2024

What You Should Know About Prepaid Funeral Plans

How Much Are Funeral Costs in the United States? Funerals rank among the most expensive purchases many consumers will ever make. As of 2023, the median cost of a traditional funeral, with casket and burial, was $8,300. The average cost varies…

April 18, 2024

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 nearly $750,000 per inheritor,…

April 4, 2024

Does Your Estate Plan Include Your Pets?

Did you know that National Pet Day is celebrated on April 11th of this year? What a perfect reminder to consider your pet or pets when creating an estate plan. If not, you should, according to The Humane Society of…

February 8, 2024

A Seniors Guide to Estate Planning

Most older adults acknowledge that estate planning is essential. Yet, nearly half of Americans age 55 or older do not have a will, and even fewer have designated powers of attorney, a living will, or health care directives. These legal documents help…

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