millennials Tag

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While a large segment of our LivingTrust clientele tends to be older couples, we’re now seeing more Millennials and Gen-Xers creating Trusts. It starts with buying a home--scraping together a down payment and buying a Bay Area home is a sobering experience. But the big motivator is the birth of...

While many people still think Living Trusts are reserved for the elderly, a growing number of millennials are creating comprehensive estate plans these days, and there’s a range of socioeconomic drivers. Tech-worker wealth. No surprise here: This trend is most prevalent in tech-centric areas like Silicon Valley, where many young startup...