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 ...

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.

The $124 trillion wealth transfer is under way, but career disruption risks turning inheritance on its head.

Roth conversions offer a strategic solution for retirees to reduce taxes, maximize retirement income, and leave a legacy of ...

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 ...

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 ...

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