Serving Clients Full Circle

Writings by Randall

Posts tagged planned giving
Trillions of Dollars Are At Stake - Are We Ready? Are You Ready?

Ready or not, the impending multitrillion-dollar wealth transfer poses significant challenges, particularly for those unprepared to manage substantial inheritances. Many heirs lack the necessary financial education and estate planning, leaving them vulnerable to poor decisions, legal disputes, and hefty tax burdens. Proactive communication, education, and planning are critical tools needed to prevent the loss of wealth and ensure a smooth transition of assets across generations.

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Another Classic Lesson from Prince

Prince was an amazing artist. He taught us many things over the years but one of the biggest lessons we can learn from this larger-than-life performer is the importance of estate planning. Because he had no trust, will, or other documentation, his estate has been tied up in the courts for over six years. Read this blog to learn more about the implications of not having your estate plans in place.

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