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 […]

Deepening Connection with Clients through Closure Conversations  

The multigenerational wealth transfer is the stuff of legend — and for good reason.  You’ve likely heard the staggering prediction: Over the next 20 years, an estimated $84.4 trillion will transfer to the next generation.  But here’s what many financial professionals don’t realize: Studies show that 70% of that wealth will pass through the hands […]