Dan Ihara, co-founder of The Ihara Team and a KW Real Estate Planner Community Leader at Keller Williams Realty, notes that within this shift, real estate often makes up a substantial share of a ...
So you don’t have aging parents with hefty investment portfolios — what now?
The so-called “Great Wealth Transfer” is underway. This seismic financial shift involves the oldest Americans — mostly Baby Boomers born between the mid-1940s and mid-1960s — who have collectively ...
HUNTSVILLE, Ala. (WAFF) - Over the next two decades, the United States will witness the largest transfer of wealth in history, with an estimated $84 trillion set to change hands. While much of the ...
From deciding not to have more babies to making plans for how to give hundreds of thousands to adult children, Guardian Australia readers share their experiences of planning for life with or without i ...
The landscape of American wealth is on the brink of a historic shift. Current research estimates that between $75 trillion ...
The Great Wealth Transfer means many may inherit homes, but high taxes, maintenance costs, and legal issues can limit real wealth gains. Learn what to expect.
Estimates suggest that between $84 and $124 trillion in assets will be transferred from Baby Boomers (defined as those born from 1946-1964) on down by 2048, according to Cerulli Associates. And as the ...
More than $80 trillion over 20 years—that's the scale of the coming wave of wealth expected to trickle down to younger Americans over the next two decades. Dubbed the Great Wealth Transfer, the shift ...
The massive $5.4tn intergenerational asset shift looming over the next two decades is one of the biggest challenges the country faces. What will it mean?