The Taylors, a family of four, learn about estate planning and generational wealth transfer. After an unexpected loss in the family, the Taylors turn to the Money Mentors to take control of their ...

As baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...

The MarketWatch News Department was not involved in the creation of this content. Scheduled to Take Place August 12-14, the Event is Presented in Partnership with The Saunders Firm and Nex Cubed ...

My mother never had substantial savings, investments or anything of value other than her house. It was her wish to pass on her only significant asset to her three kids: me, my brother and my sister.

Generational wealth refers to assets passed down from one generation to another, creating a financial foundation that can create significant financial opportunities for future generations. The ...

Forbes contributors publish independent expert analyses and insights. I write about investment strategies to build generational wealth. Building wealth that lasts across generations isn't just about ...

When ChatGPT was asked to define generational wealth, it explained it as “assets and financial resources that are passed down from one generation to the next, providing ongoing financial stability and ...

Generational wealth — the various financial assets that are passed down through families to children, grandchildren and beyond — can come with pretty hefty tax burdens for heirs. Estate planning is ...