Financial Planning: High-Net-Worth Wealth Transfer to Heirs
The great wealth transfer is underway in America. Through 2045, Baby Boomers will pass down assets worth roughly $84 trillion to Gen Z, Millennials, and Gen X. What constitutes a high-net-worth (HNW) inheritance? In the United States, that number averages...
AI and Obituaries: Did AI Write This Death Announcement?
For many, obituaries play an essential role in mourning. They notify community members of a person’s passing and pay tribute to their life. While the practice of sharing death notices originated in ancient Rome, modern obituaries developed in the 1930s and ’40s....
Navigating Disputes in Probate Court
When someone passes away, the probate process ensures that the deceased’s estate fulfills its debts and that the heirs receive their assets. The deceased’s will dictates how to settle and distribute their assets and debts. (If no will exists, state...
