skip to Main Content

Baby Boomers and Estate Planning

Kaycee Krysty in Forbes explains Five Reasons Baby Boomers Need to Review Their Estate Plan. (And none of them are about taxes.) The five reasons are:

1. Relationships change

2. Kids grow up

3. You know more about your health

4. You own different assets

5. You care more about your legacy

Like everything else in life, as you get older, your perspective and objectives change. Make sure your current perspective and objectives are reflected in your estate plan.

Back To Top