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

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

A massive wealth shift is happening as trillions pass from older generations to younger ones — and women are inheriting more ...

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

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

Wealth today moves faster than the industry built to serve it. Inflection Capital Management was founded to bring families the institutional framework shaped from decades of working alongside ...

ACTEC highlights key estate planning concerns in new tax law affecting Trump Accounts, deductions and QSBS starting January ...

Sports Illustrated’s top-ranked player closes out his junior season with a fantastic performance. Plus, Auburn’s Eric Singleton Jr. takes a step back.

Instead of cash, he’d given us $10,000 worth of shares in a company he’d recently bought, a trust Coca-Cola had. He said to ...

Beyond the tax implications, you need to make a smart plan for how to make the money last. An often cited statistic from a 20-year study by The Williams Group of 3,200 families says that 70% of the ...

Created in 1993, the recapture or “Robin Hood” system is expected to collect about $2.3 billion from 192 school districts ...

The path to a fully digital banking future is paved by AI and the key to success lies in building trust among customers and ...