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senior couple with age gap drinking coffee

Estate Planning Considerations for Couples with an Age Gap

With couples of similar ages, planning for the future is naturally a joint effort. However, if you have a large age gap and are married to someone who is significantly older or younger than you, the future can look different and mean different things… Read More
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Estate Planning Word Cloud Concept legal terms in estate planning

It’s All in the Family: Understanding Common Legal Terms in Estate Planning That Describe Loved Ones

While watching a movie or reading a book about wealthy individuals and their families, you may have come across terms such as “heir,” “descendant,” and “next of kin.” Though made-for-Hollywood storylines use these terms interchangeably, w… Read More
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