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

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 ...

Many baby boomers are financially well-off, benefitting from buying houses during times when prices were low. In fact, boomers make up the majority of the ultra-wealthy population in the world, though ...

A new wave of billionaires acquired more wealth through inheritance than entrepreneurship during the last year as a "great wealth transfer" picks up steam, a new report by UBS found. "After the surge ...

We are in the midst of the Great Wealth Transfer, experts say — a predicted titanic pass-down of assets from older ...

With great wealth comes great responsibility. Baby boomers are set to give a staggering $124 trillion through 2048 to heirs, according to market researcher Cerulli Advisors in a 2024 report. But are ...

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

Forbes contributors publish independent expert analyses and insights. I research & write on longevity, generational trends & innovation. Every December, Americans gather for what may be the country’s ...

Almost everyone knows a story – often in their own family – where the person who handled the finances passed away and their heirs, perhaps a surviving spouse, children, or grandchildren, didn’t know ...

Over the next 20 years, an estimated $84 trillion will pass from older generations to their heirs. This “Great Wealth Transfer” brings both tremendous opportunity and significant challenges. So, ...

The great wealth transfer is well underway, with trillions expected to pass from one generation to the next. Yet despite the magnitude of this shift, many Americans are unprepared. Domenick D'Andrea A ...