How advisors can help family business owners optimize succession, control and capital opportunities.

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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?

One very significant piece of the puzzle to that posed by your article, “Much-Anticipated Transfer of Wealth Has Yet to Materialize, Nonprofit Experts Say” (April 6), may lie in what is unsaid and, ...

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 ...

in 1999 showing that at least $41-trillion — including $6-trillion in charitable bequests — will change hands when members of the World War II and baby-boom generations die. But now fund raisers, ...

Legacy in the Great Wealth Transfer One of the biggest challenges for family businesses is preserving its legacy across generations. Aisha Alli speaks to those who know ...

For all the talk about the ‘Great Wealth Transfer’ going on between the Baby Boomers and their heirs, advisors say there’s a concurrent, yet far less recognized, movement of generational money taking ...

The numbers are staggering. Over the next two decades, more than $84 trillion is set to move from baby boomers to their heirs—the largest transfer of wealth in human history. For context, that’s ...

Add Yahoo as a preferred source to see more of our stories on Google. President Trump speaks during a Cabinet meeting at the White House on Aug. 26. (Mark Schiefelbein / Associated Press) To the ...