Women live longer than men, and wealth will transfer across spouses before it moves from baby boomers to the next generation.

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

Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging ...

Canada is experiencing the biggest wealth handoff in history. Baby boomers are passing down an estimated $1 trillion to their ...

A huge wealth shift is underway as trillions move from older generations to younger ones, with women now inheriting more ...

Over the next 20 years, an estimated $84 trillion will pass from older generations to their heirs. This “Great Wealth Transfer” brings both tremendous opportunity and significant challenges. So, ...

A great wealth transfer is set to disrupt the financial planning services industry in the coming years. From the Nashville Business Journal: The biggest disruptor to the financial planning services ...

The unprecedented shift in wealth that is taking place over the next two decades is far more than simply a transaction between accounts; it will be transformational for families across the US. “The ...

For all the talk about the ‘Great Wealth Transfer’ going on between the Baby Boomers and their heirs, advisors say there’s a concurrent, yet far less recognized, movement of generational money taking ...

Six trillion bucks is a lot of money, and it’s beginning to be handed over by the richest generation Australia has ever seen – the Baby Boomers.