As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling ...

will pass down $84.4 trillion in assets through 2045, with $72.6 trillion going directly to heirs. The Bank Administration Institute says it will “end up as the greatest transfer of wealth in ...

Understand how to use real estate gifting, vacation home transfers, and education funding to leave a lasting legacy.

“To avoid burdening heirs with the task of selling these assets, consider selling or donating them during your lifetime or ...

Thanks to the Great Wealth Transfer ... assets to inherit) and what you can do to help manage them before you are gone. Read on for advice on how to make sure your estate doesn't add to your heirs ...

Panelists listed the following ingredients for a strong succession plan: • Integrate younger advisors into client relationships early. • Provide clear retirement timelines for senior advisors. • ...