Women live longer than men, and wealth will transfer across spouses before it moves from baby boomers to the next generation.

As the Great Wealth Transfer accelerates, financial advisors are shifting to multi-generational planning to help prepare families.

The largest transfer of private fortunes in modern America is beginning to collide with a generation that already feels ...

Social insurance programs are compatible with a basic safety net. But what we have now is a slow-motion generational fleecing ...

How Christmas memories shape each generation’s attitudes and expectations about money, the Great Wealth Transfer, and how ...

Nearly $300 billion was inherited this year as the Great Wealth Transfer picks up speed, showering family members with ...

A significant generational shift in wealth is underway, as an estimated $124 trillion will be inherited in the next 25 years, and women are positioned to inherit much of it—first from parents and then ...

View post: Amazon is selling a $120 stainless steel pan set for just $43, and it makes a great gift $84 trillion will transfer from Baby Boomers to younger generations by 2045. Family meetings and ...

Over the next 20 years, an estimated $84 trillion will pass from older generations to their heirs. This “Great Wealth Transfer” brings both tremendous opportunity and significant challenges. So, ...

in 1999 showing that at least $41-trillion — including $6-trillion in charitable bequests — will change hands when members of the World War II and baby-boom generations die. But now fund raisers, ...

Australia stands to benefit from a mega inheritance wave as Asia’s wealthy families prepare to transfer unprecedented ...