All Posts by Beverly Davidek

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About the Author

Beverly understands firsthand the importance of having all of your “ducks in a row,” so you can sleep at night, knowing that you have done all that you can to take care of your family — from a legal and financial standpoint, as well as from a spiritual and family legacy standpoint. She is a former teacher, and she approaches law with the heart of a teacher. She’s not satisfied until her clients are fully educated to make informed decisions about the things that matter most to them and their families.

Oct 21

How Will the Coming Wealth Transfer Affect Your Family?

By Beverly Davidek

 Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the largest transfer of intergenerational wealth in history.Because no one knows […]

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