by Clicta Digital | Mar 26, 2024 | Blog
Understanding the intricacies and peculiarities of these accounts is crucial for effective estate planning. Transfer on death (TOD) accounts have gained popularity to facilitate the transfer of assets seamlessly after death. They bypass probate and provide a smooth... 
by Clicta Digital | Feb 29, 2024 | News
According to a recent study, the wealthiest people in the United States prioritize a better lifestyle and sizable investment prospects when selecting their next home from the real estate markets. According to the Douglas Elliman and Knight Frank Wealth Report, a... 
by Clicta Digital | Dec 15, 2023 | News
According to Robert Dietz, national director of Tax Research at Bernstein Private Wealth Management in Minneapolis, these tax issues are currently the top priority in client discussions. Estate advisors are now planning year-end taxes, but while doing so, they face a... 