The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing ...

Younger adults are on the cusp of a historic windfall as older Americans begin passing on an estimated $38.3 trillion in ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of ...

The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets expected to change hands over the next 25 years. While the majority of this ...

Psympl(R), a psychographic intelligence platform purpose-built for financial services, today released a new executive whitepaper, The $124 Trillion Great Wealth Transfer: Psychographics Are the Key to ...

Learn the subtle signs that show you’re building generational wealth and setting up financial security for your family’s ...

Catalyst Advisory reports that only 14% of Americans discuss inheritance, risking confusion and disputes amid a massive ...

Coldwell Banker Real Estate LLC, today released the Coldwell Banker Global Luxury® program's 2026 Trend Report, which finds that Gen X and Millennials are set to be the two largest cohorts to inherit ...

The Taylors, a family of four, learn about estate planning and generational wealth transfer. After an unexpected loss in the family, the Taylors turn to the Money Mentors to take control of their ...

One gift does not a pattern make. Do not think that one gift will necessarily lead to a second gift. Krisada tepkulmanont / Getty Images We of the baby boomers and Silent Generation cohorts have a few ...

Discover the essentials of family wealth transfer planning, including strategies, tax considerations, philanthropy, and ...

With $6 trillion in inherited wealth changing hands in 2025, lucky beneficiaries are seeking out luxury real estate.