The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing ...

Younger adults are on the cusp of a historic windfall as older Americans begin passing on an estimated $38.3 trillion in ...

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

The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets expected to change hands over the next 25 years. While the majority of this ...

Todd Bryant shares interview insights on modern communication strategies and early heir engagement to drive long-term ...

Learn the subtle signs that show you’re building generational wealth and setting up financial security for your family’s ...

Catalyst Advisory reports that only 14% of Americans discuss inheritance, risking confusion and disputes amid a massive ...

Psympl(R), a psychographic intelligence platform purpose-built for financial services, today released a new executive whitepaper, The $124 Trillion Great Wealth Transfer: Psychographics Are the Key to ...

Coldwell Banker Real Estate LLC, today released the Coldwell Banker Global Luxury® program's 2026 Trend Report, which finds that Gen X and Millennials are set to be the two largest cohorts to inherit ...

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

( NerdWallet) — We are in the midst of the Great Wealth Transfer, experts say — a predicted titanic pass-down of assets from ...

With $6 trillion in inherited wealth changing hands in 2025, lucky beneficiaries are seeking out luxury real estate.