As America stands on the cusp of the largest wealth transfer in history, both inheritors and creators are increasingly ...

Over the next few decades, the United States will witness one of the largest transfers of wealth in history, with estimates ...

With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital ...

Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex ...

The notion of a 100-year life is no longer speculative. Advances in medical science, wellness innovations, and lifestyle ...

If you’re a millennial or a Gen Xer, you’ve likely heard a lot about the looming “Great Wealth Transfer.” Baby boomers have ...

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 ...

The top estate planning platform's veteran hire will lead its legal team's efforts to develop estate planning, tax analysis, ...

He said that wealth transfer is probably better regulated through estate planning and the use of wills within a proper legal framework. “This may allow further leakages and goes against the idea ...

With $85 trillion set to transfer to the next generation in the coming two decades, this impending wealth transition (or loss ...

The Chicago Bears are a charter member of the National Football League, with ownership maintained by George Halas and later, his daughter, ...

Life insurance policies can be an excellent addition to a wealth management plan. Depending on the type of policy, they can provide life insurance and help generate financial resources. However, there ...