How to ease the transition of wealth from one generation to the next

Wealth transfer from one generation to the next

Learn how to navigate wealth transfer from one generation to the next with insightful advice on managing family assets and financial education for a ...

Preserving your legacy: strategies for intergenerational wealth transfer

It's easy to fall into the trap of thinking about wealth transfer as an 'event'—but in fact, it's a journey. Successful wealth transfers have ...

Spreading the Love: Tax Savings Strategies for Wealth Transfer

Form an Irrevocable Trust · Engage in Annual Gifting · Explore Other Gifting Options · Form a Family Limited Partnership · Form a Generation- ...

How Will the Great Wealth Transfer Impact the Markets? - Merrill Lynch

While it's unclear just how great an impact the Great Wealth Transfer will have on the markets, the willingness of younger investors to press for more variety ...

How to navigate the 'great wealth transfer,' according to top advisors

"One of the most important things is to make sure the next generation is comfortable handling the wealth they are about to inherit," Keller said ...

Research Shows Wealth Transfer Starts With A Talk - Edward Jones

Engaging an expert can be valuable in curbing these anxieties, as 57% of Americans believe having a financial professional guide and inform ...

Wealth Transfer Plans to Empower Your Family Legacy

Ensure a smooth transfer to the next generation with the essential steps outlined in our latest blog. Readers will learn valuable insights on how to prepare ...

Navigating The Generational Wealth Transfer - OneDigital

Introducing your beneficiaries to a trusted financial adviser can be immensely beneficial. Financial planners can help create a comprehensive ...

Wealth transfer strategies: How to leave assets to your loved ones

You should have a financial advisor, an estate planning attorney and an accountant who can work in tandem. Together, this team can help you ...

The Great Wealth Transfer – managing the transition

Making use of annual gifting rules, trust funds and other structures on an annual basis can help families to start the wealth transfer earlier, meaning that ...

Uniting Around a Legacy: Generational Wealth Transfer

By engaging in upfront asset transfers to Sharon, rather than waiting to transfer wealth as an inheritance at the time of her parents' deaths, we helped her ...

Ways to Prepare for Wealth Transfer to the Next Generation

Accordingly, it is always important to meet with a financial advisor to ensure that the “great wealth transfer” is a smooth one for you and your ...

The Great Wealth Transfer - What Every Generation Needs to Know

It can also be a family matter. Communicate with your elders and honestly discuss wealth transfer. Exploring tax benefits that may be available through estate ...

How to Transfer Wealth to the Next Generation | The Welch Group

Simply making direct payments for your children or grandchildren's expenses is one of the easiest ways to transfer your wealth without the ...

The 'Great Wealth Transfer': Here's how women can make the most ...

Over the next two decades, an estimated $84.4 trillion in assets will be passed down from the Silent Generation and baby boomers to their ...

Generational Wealth Transfer - - Succession Plus

One way to ensure a smooth transfer of wealth is through the use of trusts. Trusts can be beneficial because they allow a family to transfer ...

Planned giving is booming as America enters monumental ...

Having a proper plan in place can ensure a smooth transfer of assets from one generation to the next.

How can the Great Wealth Transfer enable people and planet to ...

Going further, how does JRF go from having 5% of its endowment in 'social good' to 95%, to demonstrate an intentional move away from ...

The Great Wealth Transfer Is Happening But Not In The Way You ...

What is considered the greatest transfer of wealth in history is happening today—one family at a time, from one generation to the next.

The Great Wealth Transfer: A New Era of Opportunity

Called The Great Wealth Transfer, $84 trillion is poised to move from older Americans to Gen X and millennials. If it's managed smartly, ...