Discover essential strategies to manage the Great Wealth Transfer, with tips on estate planning, investment, and maximizing generational wealth for younger generations.

The "great wealth transfer" is underway and experts have stressed that it presents both an immense opportunity and challenges for financial advisors. At stake is an unprecedented $72 trillion wealth ...

HUNTSVILLE, Ala. (WAFF) - Over the next two decades, the United States will witness the largest transfer of wealth in history, with an estimated $84 trillion set to change hands. While much of the ...

The eye-popping projections for the Great Wealth Transfer make you wonder why charities aren’t going all in on planned giving. Past promises of a golden age of bequests didn’t pan out, but charities ...

The great wealth transfer is upon us. DAVID MAMMINA: ‘It really depends on the person themselves on how they want to determine how their money goes when they pass.’ An estimated $84 trillion to $124 ...

The Great Wealth Transfer is underway and will continue to have an impact on familial wealth over the next two decades. While awareness of this transfer may be high at this point, financial advisers ...

Behind the $124 trillion headline lie human stories of living longer, evolving priorities, and complex legacies. The Great Wealth Transfer numbers are staggering. Estimates suggest that over $124 ...

The largest generational wealth transfer in history is underway, with trillions of dollars set to move from baby boomers to their heirs. Yet, despite widespread attention, the reality of these ...

As more and more Baby Boomers retire, the long-awaited “Great Wealth Transfer” moves closer to being a reality. With an estimated $84 trillion in wealth expected to be inherited by younger generations ...

As part of the “great wealth transfer,” more than $100 trillion is projected to change hands in the coming decades. A recent report from Cerulli Associates puts the total tally being passed to family ...

Ali Hussain has a background that consists of a career in finance with large financial institutions and in journalism covering business. Vikki Velasquez is a researcher and writer who has managed, ...

Wealth transfer used to be a final, selfless act that you never got to witness. You worked, you saved, and when the time came, your heirs inherited what was left. But that is changing. More retirees ...