How to ease the transition of wealth 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, ...

Wealth transfer to the next generation - Masthead

Generational wealth transfer planning is also a value-add business strategy. It entails forming relationships with your clients' families over ...

The 'wealth transfer' from boomers won't save Gen X and millennials

The “generational wealth transfer” has become a media fascination, both for its eye-popping size and because it might help younger generations ...

Take Control of Your Legacy: Planning for Generational Wealth ...

Get an Honest Assessment of How Much Wealth There is to Transfer ... When transferring wealth from one generation to the next ... help your family avoid ...

Using Life Insurance for Generational Wealth Transfer | Pacific Life

In fact, the flexibility of cash-value life insurance can help maximize the wealth transfer from one generation to the next, equalize an inheritance between ...

Family Wealth—Engaging the Next Generation - Silvercrest

Taking the time to prepare the next generation through communication, education and strategic transfer of responsibilities can help ensure future wealth ...

We Aren't Talking Enough About One Aspect of the Great Wealth ...

Over the next two decades, Cerulli Associates estimates that baby boomers and the Silent Generation will pass down a combined $84.4 trillion ...

5 Pitfalls in Transferring Wealth to the Next Generation

5. Not Discussing Your Wealth Transfer Plan with Family ... Passing wealth to family members can be simplified by discussing generation wealth ...

Generation next and the great wealth transfer - Euromoney

The greatest wealth transfer in history is taking place, as baby boomers pass the mantle – and their money – to a lucky few millennials, ...

Generational Wealth Transfer - Succession Plus UK

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 ...

Wealth Across Generations: How to Plan, Communicate, and ...

Wealth Across Generations: How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next ... The silent worry ...

As $90 Trillion "Great Wealth Transfer" Approaches, Just 1 in 4 ...

However, Gen Z has the greatest expectations for the impact of an inheritance on their retirement strategy. This generation expects the gift ...

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 ...

The Greatest Wealth Transfer in History Is Here, With Familiar (Rich ...

Charts that show the annual wealth projected to be inherited by four generations ... An intergenerational transfer of wealth is in motion in ...

Why the Great Wealth Transfer Is Making History for Women and ...

It can be easy to put off planning for an inheritance. But every single money decision you make has an impact — be that positive or negative. If ...

Cerulli Anticipates $84 Trillion in Wealth Transfers Through 2045

According to the research, family meetings and regular communication (81%) is considered the most-effective wealth transfer planning strategy by ...

What the $68 trillion Great Wealth Transfer means for advisors - CNBC

For financial advisors, the transfer of wealth from baby boomers to their children over the next two decades is a bit like climate change: ...

5 Generational Wealth Transfer Strategies - SmartAsset

Reducing exposure to taxes with “upstream” gifting: Upstream gifting involves transferring assets to an older generation (such as elderly ...

The Great Wealth Transfer: Strategies for Beneficiaries - TheStreet

One of the most important steps for ensuring a successful wealth transfer is preparing the next generation to manage their inheritance.

The Great Wealth Transfer: What it means for your money - Bankrate

Called The Great Wealth Transfer, $84 trillion is poised to move from older Americans to Gen X and millennials.