Wealth Management

Over the next decade, approximately $15.4 trillion dollars will be passed from one generation to their heirs. What’s your slice of that $15.8 trillion? Do you have an estate plan in place to make sure your assets are transferred according to your wishes? These days people tend to live longer and they have more complicated lives and financial situations. From blended families with kids from different marriages to cohabitating couples who never marry, and a wide variety and location of physical and digital assets, estate planning is perhaps more crucial now than ever before. At The First, we understand the [ read more ]