What if your inheritance, or your children's, ended up going to Uncle Sam? Or what if it fell under court control or sparked relationship-ending family feuds?

These worst-case scenarios happen more often than you might think, especially when legacy planning is overlooked. Whether you’re a Gen Zer, a Baby Boomer, or somewhere in between, taking steps now can protect your family’s legacy and create a smoother path for wealth transitions.

By building a solid framework today, you can help preserve wealth for the next generation – whether it’s you or your children. Discover what that takes and how families can work together across generations to build more financial security for the future in our latest Visual Insights Newsletter.

How long will your retirement last? While none of us can see the future, many of us tend to underestimate how long we’ll be retired. This is partly because we might not have a clear picture of today’s longer life expectancy - life spans tend to increase by about three years with each generation. And as a result, it’s easy to misjudge just how much we’ll need for a comfortable retirement. Surprisingly, many people also overestimate the amount they’ve saved for retirement. Together, these financial blind spots can create real challenges when it comes to preparing for the future. And those aren’t the only misconceptions that may be affecting your retirement plan.

Talking about money with loved ones isn’t easy.

Mental blocks, subconscious taboos, and various sensitivities can come into play when conversations about finance come up.

As challenging as that can be, some simple, yet thoughtful, conversation starters can help break the ice and set the stage for more productive talks about money.

When was the last time you stopped at McDonald’s?

What about Taco Bell, Chipotle, or Jimmy John’s?

If it’s been a while, your next fast food bill could be shocking.

That’s because these restaurants have doubled or even tripled their prices in recent years.

So, it’s now double-digit prices for Big Macs, burritos, and other fast food.

When will it stop and how far can it go?

”As for the future, your task is not to foresee it but to enable it.”

– Antoine de Saint Exupéry

Estate planning is more than just drafting documents; it's about ensuring your legacy thrives even in your absence. Together, let’s secure your stable legacy.