Additionally, you can use the $18,000 per year gift tax exclusion to transfer wealth to family members. However, consulting a ...

By 2030, women in the U.S. will control nearly five times more wealth than they did a decade ago. It’s creating big ...

The eye-popping projections for the Great Wealth Transfer make you wonder why charities aren’t going all in on planned giving. Total giving from all sources — individuals, foundations, corporations, ...

Stacker analyzed wealth data and research to show how trillions of dollars could wind up in the hands of millennials in the next 20 years.

Much has been written about the Great Wealth Transfer, a historic passing of assets from the oldest Americans to younger generations over the next two decades. But the kids may have to wait ...

The Great Wealth Transfer in 3 charts. More than $80 trillion over 20 years—that's the scale of the coming wave of wealth expected to trickle down to younger Americans over the next two decades.

More than $80 trillion over 20 years-that's the scale of the coming wave of wealth expected to trickle down to younger Americans over the next two decades. Dubbed the Great Wealth Transfer, the ...

Older, wealthier Americans would see the biggest lifetime benefit from the Republican budget bill, while younger generations ...

Listen to more stories on the Noa app. House Republicans worked through the night to advance a massive piece of legislation that might, if enacted, carry out the largest upward transfer of wealth ...

With the great wealth transfer underway, asset and wealth managers must raise awareness of the key principles of investing.

Big, beautiful bill’ would be the largest upward transfer of wealth in American history, according to analysts. And it will ...

Within the next 10 years New Zealand agriculture will need to manage its largest-ever intergenerational transfer of wealth, ...