AIM

Estate Planning

Generational hands stacked together symbolizing family unity and wealth transfer through estate planning.

Generational Wealth Transfer and Your Estate Plan

Generational Wealth Transfer and Your Estate Plan Protecting your family’s legacy so that it lasts for generations requires more than just a simple will — it requires careful planning and open communication. Each generation views the world differently, which can create competing priorities about how wealth should be used. Today’s Millennials and Generation Xers often

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Same-sex couple with their young child smiling together on a boat with text “Why Estate Planning is Critical for the LGBTQIA+ Community”

Why Estate Planning is Critical for the LGBTQIA+ Community

LGBTQIA+ Estate Planning: How to Protect Your Loved Ones and Your Future Estate planning is important for everyone — but for the LGBTQIA+ community, it can be essential to ensure that your wishes are honored and that your partner, children, and loved ones are legally protected. A thoughtful estate plan can: Safeguard against discrimination or

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