Andrew Phillips Andrew Phillips

The Great Wealth (and Junk) Transfer

Over the next Twenty years, the Boomer Generation will transfer nearly $45 Trillion dollars to their children and grandchildren. Along with that wealth comes a lot of property that can only be described as junk…

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Andrew Phillips Andrew Phillips

I Think I Need A Trust…

Trusts can be effective estate planning tools, but are they right for everyone? Is there something better for you?

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