Catalyst Advisory reports that only 14% of Americans discuss inheritance, risking confusion and disputes amid a massive ...

The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets expected to change hands over the next 25 years. While the majority of this ...

With $6 trillion in inherited wealth changing hands in 2025, lucky beneficiaries are seeking out luxury real estate.

Over the next 20 years, $124trn will shift hands in the largest wealth transfer in history. More than numbers, this moment ...

Crypto adoption could accelerate as wealth shifts to younger, tech-savvy investors, with data showing stronger interest in ...

However, before this deluge of wealth — to the tune of $72 trillion in assets — lands in the hands of the middle-aged ...

As baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of ...

Discover the essentials of family wealth transfer planning, including strategies, tax considerations, philanthropy, and ...

Underwood Law reports on the $124 trillion intergenerational wealth transfer, primarily tied to real estate, highlighting ...

One gift does not a pattern make. Do not think that one gift will necessarily lead to a second gift. Krisada tepkulmanont / Getty Images We of the baby boomers and Silent Generation cohorts have a few ...

The Taylors, a family of four, learn about estate planning and generational wealth transfer. After an unexpected loss in the family, the Taylors turn to the Money Mentors to take control of their ...