The Great Wealth Transfer's begun, but are heirs ready to receive it? Tips on how to prepare for new responsibilities.

Over the next two decades, more than $84 trillion in wealth is expected to transfer from Baby Boomers to younger generations.

A caller on The Ramsey Show was grappling with this exact dilemma. He told personal finance guru Dave Ramsey that he wanted ...

We have also all heard about the Great Wealth Transfer. In the United States, older generations are expected to pass down ...

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 ...

Morgan Stanley’s equity strategist says an “unprecedented” amount of wealth is about to change hands as baby boomers reach ...

Well-heeled entrepreneurs, their children, and experts give their take on how passing along wealth impacts families, for ...

Because families are dynamic, insurance solutions must be able to accommodate shifts across borders, regulations and roles over decades Read more at The Business Times.

Wealthy families risk losing millions without a plan. A CFP shares 3 smart wealth-transfer strategies to protect your legacy.

Oden, the U.S. Head of International Wealth and Private Banking at HSBC, details what her clients are asking about today.

It's important to understand which kinds of taxes you may anticipate in estate planning — and how that money will be used by ...