Underwood Law reports on the $124 trillion intergenerational wealth transfer, primarily tied to real estate, highlighting ...
Catalyst Advisory reports that only 14% of Americans discuss inheritance, risking confusion and disputes amid a massive ...
As widely reported, the coming years will likely see a significant transfer of assets and wealth across generations. Each family's circumstances will ultimately determine the nature and extent of ...
BlackRock survey reveals advisors focus on estate planning, but overlook tax planning when working with high-net-worth ...
The best plan is worthless if not properly executed. This article follows on from our earlier discussion on issues clients may need to consider before passing assets to their intended heirs. Here, we ...
More than half of Canadians currently lack an estate plan Top reason cited for not having an estate plan is the feeling of lack of sufficient personal wealth Just four-in-ten Canadians have made plans ...
Independent advisers and employer-sponsored programs can offer estate planning support to earn the business of affluent investors, per a recent Escalent report. Nearly 95% of affluent investors either ...
Ray Gildow, and guests, discuss Intergenerational Transfer of Wealth in rural Minnesota.
Cerulli Associates anticipates that $124 trillion in wealth will transfer through 2048. The company notes that as the number of wealth transfers accelerates, it is important for wealth managers, asset ...
Over the next 20 years, $124trn will shift hands in the largest wealth transfer in history. More than numbers, this moment ...
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