Estate planning for Baby Boomers and the Gray Wave

Navigating the Gray Wave: Why Baby Boomers Need Thoughtful Estate Planning Now

As Baby Boomers—those born between 1946 and 1964—reach retirement age, they’re driving a phenomenon known as the “Gray Wave.” This generational shift is resulting in one of the largest wealth transfers in history, bringing unique estate planning needs and considerations to the forefront. With Baby Boomers prioritizing legacy and family, the time for thoughtful and […]

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