Blog

Inheritance isn’t just about receiving assets; it’s about understanding the broader economic landscape and how it shapes our financial future. As inheritors, it’s essential to be aware of the current inheritance statistics to make informed decisions and maximize the potential of the wealth passed down to us. Wealth Transfer Dynamics: One of the most significant […]

Journalists Dalvin Brown and Katherine Hamilton authored an excellent piece for The Wall Street Journal earlier this summer on how AI (artificial intelligence) is upping the game for scammers. In it, Matt O’Neill is quoted as saying, “Your Spidey senses are no longer going to prevent you from being victimized.” Matt is a former Secret […]

In the intricate world of wealth management, where inheritors safeguard and grow legacies, the recent National Association of Realtors (NAR) settlement emerges as a pivotal storyline. This blog post delves into the nuances of this significant legal development, examining its implications for inheritors and offering guidance on navigating the shifting landscape of real estate investments. […]

Fraudsters and scammers are getting more creative with how they can take advantage of people. Whether they be young or old, inheritors, or wage earners, many unsuspecting victims are left to pick up the pieces from the fallout of having to deal with bad actors. Two of the many types of fraud to be aware […]

In late 2019, Congress passed the SECURE Act, which changed the rules regarding retirement savings accounts and more specially, when to take out Required Minimal Distributions (RMDs) from inherited traditional retirement accounts. Following the bill, if you were to inherit a traditional retirement account in or after the year 2020, non-spousal heirs would be required […]

Having conversations about money, inheritance, and monetary responsibility with your children is crucial, regardless of your socioeconomic status. It’s understandable that these discussions can feel uncomfortable, but they’re essential for preparing your children for the future and ensuring they can manage any inheritance responsibly. It’s important to help your children understand the lifestyle they’ve been […]