Learn about the tools, such as wills and trusts, that are fundamental in managing and distributing your assets.

Here are some items to consider to help determine how much money will be available to you in retirement — and whether you ...

Less than half (46%) of U.S. adults have a will, according to Gallup. Adults aged 65 and older are the most likely cohort to ...

Well, women are set to control $30 trillion of wealth by 2030, marking 38% of all investable assets. That's according to Bank of America. Now, that's up from 7.3 trillion that women controlled ...

Wealth transfer is the biggest topic in private banking at the moment with trillions sent to change hands. So what is the right strategy? Maryann Umoren Selfe, head of investment solutions at ...

For instance, research compiled by Edward Jones suggests that baby boomers, instead of passing down most of their wealth, plan to transfer only about 40% of their assets while they’re alive.

PETALING JAYA: The intergenerational wealth transfer scheme for Employees Provident Fund (EPF) savings, as proposed in Budget 2025, may be akin to the i-sayang scheme, and may not add value for ...

Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values.

Rather than passing down the majority of their wealth, research shows that baby boomers plan to transfer only about 40% of their assets while living. At the same time, more than one-third of ...

Wealth transfer used to be a final, selfless act that you never got to witness. You worked, you saved, and when the time came, your heirs inherited what was left. But that is changing. More ...

The eye-popping projections for the Great Wealth Transfer make you wonder why charities aren’t ... or volunteers to get their affairs in order by creating a will or estate plan. “After they’ve gotten ...