The ‘Widow Tax’ Could Reshape the Great Wealth Transfer—Starting With the Family Home

When Evelyn Delgado called her auto insurer after her husband died, she expected the bill to fall—after all, the policy now covered only one driver instead of two. But after removing her husband, Delgado’s premium jumped by $280 a year. “You can imagine my shock,” the Central Texas widow told legisl

Is the Zestimate era coming to an end? 

For nearly two decades, consumers have had the ability to answer one of life’s biggest financial questions almost instantly: “What is my home worth?” Today, millions of homeowners monitor their home’s estimated value almost as closely as they monitor their investment portfolios. Anyone who has spent

We are not ready for the next housing downturn

The pandemic wrought financial havoc across the economy, but its impact on the housing market was significantly reduced due to a whole-of-government response that enabled millions of families to stay in their homes. The rapid deployment of forbearance, the ability to pause mortgage payments and a sl

From automation to intelligence: Why enterprise AI mortgage operations are reshaping the industry

Artificial intelligence has introduced hundreds of tools to the mortgage industry, but many lenders are still struggling with rising costs, fragmented workflows and inconsistent productivity. According to Siddhartha Agarwal, CEO of JazzX AI, the next phase of AI adoption isn’t about adding another a