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

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

Stacker analyzed wealth data and research to show how trillions of dollars could wind up in the hands of millennials in the ...

A study of global wealth transfers reveals a sobering statistic: 70% of family wealth is lost by the second generation and a ...

The United States is on the brink of the largest transition of wealth in its history, known as the “Great Wealth Transfer.” ...

I'm 49 years old and have nothing saved for retirement — what should I do? Don't panic. Here are 5 of the easiest ways you ...

To offer deeper insights into how couples can best align their estate strategies, the financial experts of Kiplinger Advisor ...

Whether you're navigating a second marriage, dealing with an estranged relative or leaving your assets to charity, there are ...

Some may choose to sell or gift second homes in advance, or transfer ownership during their lifetime to avoid leaving heirs ...