Willful online wills

This is a review of Willful Wills, a digital platform where clients can create a will online for as little as $99. (Boomer & Echo readers can now receive 10% off any Willful plan purchase by entering the promo code: Boomer.) Technology disrupts many industries by driving down costs and increasing accessibility. Just like how…

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Waiting For An Inheritance

Have you noticed that your senior parents may be reluctant to discuss estate planning with their children? Obviously, there’s the discomfort of talking about death, but there’s also that long-time reluctance about discussing financial issues. This lack of conversation between the generations may be contributing to poor retirement and estate planning. Needing to fund retirement…

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