Three Powerful Forces Draining Family Wealth: A Wake-Up Call
A trio of forces is reshaping how families preserve wealth for heirs. Rising long-term care costs, tax-policy uncerta...
Wealth Transfer
This tag collects four articles on wealth transfer, including boomer retirements, small-business wealth, and exits, and explains practical steps to optimize transfers and protect your family's legacy.
15 articles
Even Elon Musk Calls Philanthropy Hard as Americans Give 617B
Americans donated a record 617B in 2025 despite higher living costs. Individual gifts rose, bequests surged, and bill...
Luxury Buyers Shift Wealth Reshaping Real Estate Outlook
A mid-year luxury market report shows AI-generated fortunes fueling a luxury buyers shift wealth, driving demand for ...
American Giving Hits $617 Billion in 2025 — the Paul Allen Effect
american giving $617 billion in 2025 rose 3%, signaling a record year for philanthropy. The Paul Allen effect exposes...
Americans Have No Estate Plan at Alarming Rate Today
More than half of U.S. adults lack essential estate planning documents, a trend that persists despite rising financia...
Leaving Million 401(K) Your Heirs Could Cost More in Taxes
As the 10-year payout rule remains in force, a $2 million traditional 401(K) can saddle heirs with sizable tax bills....
A $200 Million Boomer Estate Sparks Wealth-Transfer Debate
A legendary film figure's passing has ignited a dispute over a $200 million boomer estate, putting liquidity and trus...
What Christie’s $1.45 Billion Signals a Wealth Shift
Christie’s New York Spring Auction Week posted $1.45 billion in sales, led by a Pollock that fetched $181 million. Th...
How a Special Needs Trust 64-Year-Old Protects Inheritance
A 64-year-old mother set up a third-party special needs trust to safeguard her disabled son's government benefits, hi...
67-Year-Old with $620,000 Inherited 401(k) Tax Bomb Unveiled
A 67-year-old with $620,000 inherited 401(k) balance faces a looming $80,000 federal tax hit under the SECURE Act’s 1...
Northwestern Mutual 2025 Study Finds 61% Without Wills
A new northwestern mutual 2025 study shows most Americans have no will, with Gen X and Baby Boomers lagging in estate...
U.S. Entrepreneurs Planning Exit Shift Accelerates in 2026
New data shows a broad wave of exits ahead as U.S. founders prepare to monetize stakes. The multi-year shift could re...