They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision ...

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

President Trump has long expressed his desire to repeal the estate tax, but will this become a reality in his second term?

What will women choose to do with this windfall? How much will they invest, spend, share with their heirs, or give back to ...

The role of the family office is evolving with the Great Wealth Transfer and tech advancements, among other issues. This is ...

A generational-wealth transfer will see roughly 50 percent of inherited art being sold, leading to glut. Here's why ...

I’m certainly no top-line recruiting geek, but as college football recruiting grows into a sports media industry of its own, ...

Financially literate heirs are crucial to preserving your family's wealth, values, and legacy, writes columnist.

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer ...

HARE is a new television series exploring what a 59-year old heiress of a mining fortune would do with her money. Not what ...

Key Takeaways Women stand to inherit roughly $40 trillion from their spouses during the Great Wealth Transfer, Cerulli ...