It's All About The $money, Honey!

The Great Wealth Transfer is underway! As Baby Boomers age over the next decade, it is is expected that nearly $90 trillion in wealth will pass from them to their heirs. If you plan to leave a legacy to your family, at some point, they need to know your plans, where the money is, and what to do and whom to call should something happen to you. In this episode, we share the essential estate planning documents you should have to make the transition of your wealth to your heirs much smoother.