The Great Wealth Transfer means many may inherit homes, but high taxes, maintenance costs, and legal issues can limit real ...

On January 1, 2026, the leading edge of the Baby Boom generation reached a symbolic and practical threshold: age 80.

Financial advisors who see the horizontal asset transfer as a postmortem event may miss the moment when money actually moves ...

The great wealth transfer isn’t a one-time windfall—it’s a decades-long process. Peter Disch reveals how advisors can stay ...

Asia Pacific's richest families risk losing fortunes without cohesive wealth transfer and legacy plans, despite growing ...

A seismic wealth transfer is set to shake up America’s high-end housing market, according to Coldwell Banker Global Luxury.

Over the next two decades, America will witness the largest wealth transfer in its history. According to a report from Cerulli Associates, an estimated $84 trillion is expected to be passed down from ...

Jonathan Crystal was dangling his legs from a Deer Valley ski lift alongside his teenage son when he realized that an imminent windfall was about to radically shift the futures of his three children.

Findings show that 52% of the projected property wealth transfer will take place in the U.S. as assets shift away from baby boomers.

The sheer scale of this wealth transfer is vast. In the US, estimates suggest that Boomers alone may transfer around $53 trillion to heirs by 2045, and figures across reports typically place the total ...

Dwayne Fernandes, partner and senior adviser at Principal Edge, said as the biggest wealth transfer in Australia’s history continues, the most dramatic shift accountants will see isn’t just financial ...

Forbes contributors publish independent expert analyses and insights. I research & write on longevity, generational trends & innovation. For decades, Baby Boomers have been quietly amassing one of the ...