How AI is Changing Estate Settlements

In this episode of Financial Freestyle, host Ross Mac sits down with Hugh Tamassia, co-founder of Alix, to discuss the massive $84 trillion wealth transfer expected through 2045 and how AI is revolutionizing estate settlements. Hugh shares how Alix is helping families navigate the complex and time-consuming process of managing a loved one’s assets after they pass away—handling everything from bank accounts and subscriptions to real estate and taxes. He also dives into his journey as a tech entrepreneur, lessons learned from working at major financial institutions like JP Morgan and Acorns, and why keeping a human touch in AI-driven services is essential. Whether you’re an investor, entrepreneur, or simply planning for the future, this conversation is packed with insights on financial literacy, innovation, and the future of estate management. Tune in now!   Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com "Financial Freestyle with Ross Mac" on Yahoo Finance was created by John Tejada, and this episode was produced by Austin Rivera. Learn more about your ad choices. Visit megaphone.fm/adchoices

Om Podcasten

Financial Freestyle with Ross Mac is committed to helping Black Americans take control of their financial futures by breaking down money matters in a real, relatable way. The show focuses on building generational wealth, closing the racial wealth gap, and offering practical tools to navigate everything from budgeting and investing to entrepreneurship. Through honest conversations and culturally relevant advice, Financial Freestyle empowers listeners to make informed decisions, challenge financial barriers, and create lasting change in their communities.