Leaving a legacy
Michelle was unmarried, had no children and was blessed by good fortune and a successful career. She wanted to do something meaningful with her wealth.
Selling a Business
Richard and his wife Edith owned a small business together, which they had poured decades of their heart and soul into.
Real Estate Investments Demand Too Much
He used to enjoy painting and cleaning the different properties, but what used to be a pleasant escape had become a burden. His goal was to simplify.