Entries by Anthea Peter

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How Will the Coming Wealth Transfer Affect Your Family?

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the largest transfer of intergenerational wealth in history. Because no one […]

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Why Estate Planning Documents Alone Aren’t Enough

If you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to access all your financial accounts? How about your insurance policies? What about your login and password info to all of your digital assets? One crucial part of estate planning that […]

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The Real Cost to Your Family: Having No Estate Plan At All

When it comes to putting off or refusing to create an estate plan, your mind can concoct all sorts of rationalizations: “I won’t care because I’ll be dead,” “I’m too young,” “That won’t happen to me,” or “My family will know what to do.” But these thoughts all come from a mix of pride, denial, […]