by amanda | Uncategorized
The United States is on the brink of the largest transition of wealth in its history, known as the “Great Wealth Transfer.” By 2045, an estimated $84 trillion in assets will be transferred from baby-boomers to their heirs. In a world where probate and...
by amanda | Uncategorized
If you haven’t upgraded to a REAL ID yet, now is the time to do so. Beginning May 7, 2025, the Department of Homeland Security (DHS) will require a REAL ID-compliant driver’s license or identification card for travelers aged 18 and older to board domestic...
by amanda | Uncategorized
Last year, 70% of buyers abandoned their home search – and maybe you were one of them. Read More
by amanda | Uncategorized
A recent appellate case serves as a valuable lesson for both estate planners and beneficiaries about adhering to formal procedures when making changes to a trust. The court found that the mere exchange of emails was insufficient to execute this important...
by amanda | Uncategorized
As widely reported, the coming years will likely see a significant transfer of assets and wealth across generations. Each family’s circumstances will ultimately determine the nature and extent of these transfers, and any general comments on this topic must be...
