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...
by amanda | Uncategorized
Spring is in full swing, and the housing market is picking up along with it. Read More
