With the new year upon us, it’s a good time to make sure your plans for the future are up to date and you have the proper tools in place. With that in mind, we encourage you to consider the five estate planning tips below.
Generation Y includes those born between 1977 and 1991, ranging in age from 22 to 36 years old. Also referred to as echo boomers and millennials, the group makes up about 25% of the U.S. population.
Margaret was in her early 70s when she first walked into our office, looking healthy and able-bodied, but upset. Her beloved husband had been diagnosed with advanced Alzheimer’s Disease, and she’d recently had to put him in a care facility. The house where they’d lived together for 30 years was empty without him, and she struggled with loneliness.
Meet David Kauffman — one of the expert wealth managers at Pinnacle Advisory Group.