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...more
4/21/2025
/ Beneficiaries ,
Coronavirus/COVID-19 ,
Estate Planning ,
Estate Tax ,
Fiduciary Duty ,
Heirs ,
Minor Children ,
Probate ,
Special Needs Trust ,
Tax Planning ,
Trusts ,
Wealth Management