“Now as Boomers enter their 60s and 70s, they are more focused than ever before on managing their family legacies. The 2018 U.S. Trust Insights on Wealth and Worth Study found that 67% of individuals over age 50 want to use their wealth to invest in their children and grandchildren. Further, many are doing more for their children than their own…

“While it may be a task that’s low on your to-do list, estate planning can provide guidance for your loved ones in the future. It will also give you a sense of relief as you think about passing on your household and assets. “Most people would benefit from having basic estate planning documents in order to make…

©2016 Marsalese

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