Dennis Burbank-Northwestern Mutual

Americans will transfer as much as $124 trillion in assets to heirs through 2048. If you don’t have a plan to transfer your wealth, I can help you get started.

Maximizing Wealth Transfer: Estate, Gift, and GST Tax Exemptions By transferring your wealth in the most tax-efficient manner, you’ll pass along more of the wealth you’ve worked so hard to build and preserve for future generations.

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-related investment remains strong as financing costs rise. Northwestern Mutual Wealth Management CIO Brent Schutte shares why diversification remains important in today’s market environment. http://spr.ly/6184BDwj9m

Inheriting a home can be bittersweet and leave you with a lot of decisions. We’ve got some tips that can help.

What to Know About Inheriting a House Inheriting a house can be emotionally complex, but it can also give you a financial boost. Here are your options and what you may want to think about.

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. http://spr.ly/6184BDGhcn

It can be tough to talk with your parents about what’ll happen with their money once they’re gone. Here are some ways to start.

How to Talk About Estate Planning With Your Parents Talking about estate planning with aging parents can be tricky, but having conversations about their wishes can ensure a smooth transition of family finances.

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. http://spr.ly/6186BDGkBp

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get started.