The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets ...

The great wealth transfer may still unfold at scale. But advisors who prepare for a world where wealth flow is flexible, ...

Jump AI data shows 44% of meetings now cover wealth transfer. Learn five critical areas where beneficiary designations fail ...

The new tax cut and spending bill known as the “One Big Beautiful Bill Act,” which was signed into law on July 4, 2025, increases federal estate, gift, and generation-skipping transfer (“GST”) tax ...

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.

Experts share strategies for managing the $84 trillion wealth transfer from baby boomers, including tax planning, trusts, and business succession tips.

The United States is about two years into a Great Wealth Transfer that will see an estimated $84.4 trillion in assets pass from older to younger generations by 2045. Generational wealth preservation ...

Over the next 25 years, nearly $124 trillion will change hands, and my two sons, both Gen Z, remind me daily that methods of ...

Separately, the lifetime gift and estate tax exemption (the amount you can transfer over your lifetime and at death before paying federal estate or gift tax) is scheduled to rise to an ...

Many Americans hope to leave a financial legacy, but without the right estate planning strategies, much of that wealth could be lost to taxes, probate or family conflict. A robust estate plan includes ...