The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets ...
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 ...
America is preparing for the largest wealth handoff in history—an estimated $124 trillion expected to move between ...
A huge wealth shift is underway as trillions move from older generations to younger ones, with women now inheriting more ...
The so-called “Great Wealth Transfer” is underway. This seismic financial shift involves the oldest Americans — mostly Baby Boomers born between the mid-1940s and mid-1960s — who have collectively ...
Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging ...
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.
JP Morgan reveals how women across generations are spending and investing inherited wealth from the Great Wealth Transfer.
By 2048, women will control $124 trillion of the market. Brands that invest in real representation of women and personalized connection can outperform competitors.
Experts share strategies for managing the $84 trillion wealth transfer from baby boomers, including tax planning, trusts, and business succession tips.