The landscape of wealth management is undergoing an enormous transformation, driven by the “great wealth transfer.” This shift, involving the transfer of trillions of dollars from baby boomers to ...

HUNTSVILLE, Ala. (WAFF) - The next two decades will witness the greatest wealth transfer in U.S. history as trillions of dollars move from one generation to the next. For beneficiaries, inheriting ...

We are entering a pivotal era of unprecedented wealth transfer across the country. But while the scale may be national, the experience is deeply personal because every family dynamic is unique. When ...

Over the next 25 years, nearly $124 trillion will change hands, marking the largest wealth transfer in history, according to Cerulli Associates. This transition will happen in stages: first to spouses ...

A generational wealth transfer is underway. If you haven’t heard about the trillions of dollars currently “in motion” between ...

Over the next few decades, about $124 trillion will change hands in the U.S. through inheritance. Those transfers often run into problems. Plant Money navigates some thorny issues in estate planning.