Tangled Titles Could Complicate the Great Wealth Transfer

Nearly 1 in 5 (19%) U.S. homeowners says they either don’t have or aren’t sure they have a clear title and recorded deed to their home, according to a new survey. Most... Read more »
Why Lenders Are Pushing Heirs Out of 3% Mortgage Rates

Why Lenders Are Pushing Heirs Out of 3% Mortgage Rates

As more older Americans age with low-rate mortgages still attached to their homes, some heirs report servicing delays and refinance pressure are putting their inheritance at risk. After their mother died, one... Read more »
Millennials May Inherit Trillions—but Too Late To Buy Homes or Build Wealth

Millennials May Inherit Trillions—but Too Late To Buy Homes or Build Wealth

The cruelest part of the Great Wealth Transfer may be its timing. An estimated $124 trillion will pass between generations through 2048. But by then, even the youngest millennials—one of the generations... Read more »