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

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

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

On the Latino economic front, there is good news, bad news, and worse news. The overall economic condition of Latinos is improving. The U.S. Department of Treasury reports that between 2013 and 2022, ...

Transferring wealth across generations is a multifaceted process requiring careful planning and a deep understanding of tax implications, asset protection and family dynamics. Effective generational ...

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

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

More than $80 trillion over 20 years—that's the scale of the coming wave of wealth expected to trickle down to younger Americans over the next two decades. Dubbed the Great Wealth Transfer, the shift ...

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, ...

One very significant piece of the puzzle to that posed by your article, “Much-Anticipated Transfer of Wealth Has Yet to Materialize, Nonprofit Experts Say” (April 6), may lie in what is unsaid and, ...