According to Cerulli Asssociates, over the next quarter century, roughly 45 million U.S. households will collectively bequeath $68.4 trillion to their heirs.
Technology is increasingly important in helping to organize our lives. But some things are still done by pen and paper.
We all know the years 2020 and 2021 have been a period for the record books. May you live in interesting times, as the saying goes.
Irrevocable trusts are very difficult to modify even if the changes are in the beneficiary’s best interest. So what happens if things change and you need to amend it?
Modera Wealth Management, LLC (Modera) is proud to announce that it ranks among Barron’s Top 100 RIA firms.
Sure, there may be some people who want to bet on it, but unfortunately, that’s exactly what it is – a pure bet.
As pandemic lockdowns have started to ease nationwide, we wouldn’t be surprised to see a surge of Americans entering retirement—or at least seriously thinking about it.
Despite the potential for capital gains, there are considerations that we review when thinking about whether to rebalance your investment portfolio
More money, more potential problems? There are several issues that should be addressed quickly whether your expected windfall is from an inheritance, a business sale, a large bonus or winning the lottery.
There could be significant implications to John’s ability to conduct his job if he were to suffer from a permanent or even temporary bodily injury, or experience future difficulties with his mental facilities.