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

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 ...

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

With a living annuity, you are obliged to take a drawdown of at least 2.5%. I would recommend that you reinvest this money ...

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 ...

The experience of a number of heirs highlights unsettling questions about Prop 19 that was narrowly approved by 51% of ...

Throughout Christal’s commentary, a unifying theme emerged: the power of flexibility. Whether in custodian choice, asset ...

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

Scotiabank and Davivienda announced today the closing of the previously announced transaction to transfer Scotiabank’s banking operations in Colombia, Costa ...