By fostering open dialogue, planning for the long term and empowering the next generation, families can ensure that their wealth is preserved and continues to thrive.

Yet rich parents often want to give more. Here are the (sometimes barely legal) ways they get it done. A trust distributes ...

Parents are slowly transferring trillions of dollars to their New York City children, one down payment and Via Carota tab at ...

Millions of US boomers are refusing to give their $84 trillion in real estate, wealth away to their adult kids — here’s why ...

In the course of the next 20 years, an astounding $84 trillion is expected to change hands as older Americans pass assets on ...

Larson was with UBS for nine years, mostly with the Carlson Larson Wealth Management group, and before that was a registered ...

They only had one weekend to give away $100 million of their inheritance. But first, karaoke.

It won’t come as any surprise to learn that the baby boomer generation is widely considered the wealthiest generation in ...

With USAID shut down and the WHO facing significant defunding, a power vacuum has emerged—one that presents both risks and ...

Building wealth is a journey of dedication and strategic planning. However, ensuring that your hard-earned assets benefit ...

Boomers are holding on to their homes and assets for as long as they can, rather than hand them down as inheritance to their children, according to a new report.