“If only millennials had more money, they would be at the top of every investment adviser’s list of target markets. Today, millennials (born from 1982 to 2000 and numbering 83 million in the U.S.) comprise one-quarter of the U.S. population and now outnumber baby boomers (born from 1946 to 1964).  The problem is that millennials control only about 3% of household investible wealth. Over the next decade, their share is expected to more than triple, but it still will be dwarfed by the assets of baby boomers and Gen Xers.”

Continue Reading HERE

Source Credit:  https://www.investmentnews.com/article/20181107/BLOG09/181109959/millennials-are-a-growth-engine-for-401-k-advisers

 

Estate Planning Practice

Estate planning is concerned with the use, conservation and disposition of a person’s property and wealth. The Marsalese Law Group offers expert advice in the areas of estate planning and trust administration. Our estate planning experience is sought by closely held businesses, families and individuals. Entrepreneurs frequently retain our services to coordinate personal, business and estate planning and deal with financial issues in ways that benefit both the family and the business.

The Marsalese Law Group has an active and sophisticated trusts and estates expertise in the handling of all types of estate planning matters, with emphasis on last wills and testaments, revocable and irrevocable trusts, life insurance trusts, special needs trusts, qualified personal residence trusts, family limited partnerships, durable powers of attorney, advance medical directives, and other related estate planning documents.

The Marsalese Law Group also advises clients on other common planning matters include lifetime gift programs, charitable split interest trusts, off-shore trusts, private foundations, grantor retained annuity trusts, generation-skipping transfer tax planning, and life insurance planning, including irrevocable life insurance trusts and split dollar arrangements.

For more on Estate Planning by Marsalese Law Group, click HERE

Write a comment:

Leave a Reply

©2016 Marsalese

logo

        

%d bloggers like this: