Over the next 20 years, $84 trillion is expected to change hands in what’s being called The Great Wealth Transfer. It sounds like a windfall—but for families without an estate plan, it could be a disaster. At Raulston & Associates, we’ve seen firsthand what...
James had spent his life building something meaningful. A successful family business, a strong financial foundation, and a commitment to philanthropy. But when he passed, his children found themselves unsure of what he truly wanted. A legacy is more than just...
When David and Lisa got married, they had the perfect wedding—a beautiful ceremony surrounded by family, followed by a honeymoon in the Caribbean. What they didn’t realize at the time was that their estate planning would be far more complicated than planning a...
Sarah and Tom had always been responsible with their finances. They saved diligently, paid off their mortgage early, and even drafted a will shortly after their second child was born. They believed they had done everything necessary to ensure a smooth transition of...
