Leveraging the Tools and Expertise of Estate Guru, we will cover: The many costs of probate including time and treasures. The difference between a will and a trust. What documents are needed to appoint someone as your power of attorney, and why it matters. Which assets should be placed inside a trust and which can […]

Over the next 20 years, an estimated $124 trillion will transfer to the next generation and the reality is clear: Women will control more wealth than ever before.  Adult children will inherit and invest differently than their parents. Therefore, if you don’t develop relationships with women and adult children now, you won’t be their advisor […]