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Archive for October 2023

Why the Trust Settlement Process is so Inefficient

By Josh Yager | October 2, 2023

There are currently 75m Baby Boomers and 15m Silent Generation cohorts alive today. Of these, 66% will be dead in the next 20 years. This means there will be some 60m trusts/estates to settle in the next 20 years. The assets of these 60m trusts/estates are estimated to be valued in excess of $80t[1], which…

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