He added that younger people are set to benefit financially from inheritance passed down by boomer and Gen X relatives, known ...

Ben is a senior editor at the Chronicle of Philanthropy whose coverage areas include leadership and other topics. Before ...

While President Trump‘s tariffs certainly are causing economic harm, they alone could not cause a recession had there not ...

Past promises of a golden age of bequests didn’t pan out, but charities that are prepared are likely to reap the rewards this ...

When you’re creating a strategic family tax plan, it’s important to note that your business structure may be one of the most ...

Wealth transfer is a huge topic in the sector at the moment, but what are people not talking about within that space? M ...

While the story of assets in flux has gotten a lot of attention in the media, the nuances of the great wealth transfer aren’t often noticed. For instance, research compiled by Edward Jones suggests ...

Premium finance represents a powerful solution for high-net-worth foreign nationals looking to preserve wealth while ...

According to Shelestowsky, many pre-retirees are expressing the concern over their retirement plans due to market uncertainty ...

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 ...

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 ...