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When it comes to estate planning, 51% of baby boomers don’t have any plan. Although unpleasant to think about, it’s also one of the most important things you can do for your family to ensure that when you pass away, your estate doesn’t go into an expensive, lengthy court process without any guarantee of who will inherit your assets (probate). Regardless if you are single or married, middle-income or wealthy, or have children or not, the advisors of Modern Wealth Management work closely with our in-house Estate Planning Attorneys so that together they can help provide the best legacy plan for you and those you love.



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