So you don’t have aging parents with hefty investment portfolios — what now?

The Federal estate tax exemption hit $15 million in 2026, giving the Great Wealth Transfer a massive tax break—but only for the top 0.1%.

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 ...

As wealth becomes more complex and scrutiny increases, simplistic planning will continue to fail sophisticated families.

This article shares truths about what really with happen with the great wealth transfer and how the industry will transform ...

Strategic Advisor Outlines Framework for Wealth That Transcends Generations Families focused solely on asset protection ...

Reged Ahmad speaks with deputy features editor Celina Ribeiro about how the age of inheritance is threatening economic equality, faith in the ‘fair go’, and even in democracy itself ...

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.

The largest generational wealth transfer in history is underway, with trillions of dollars set to move from baby boomers to their heirs. Yet, despite widespread attention, the reality of these ...

India’s private wealth management industry is entering a phase of accelerated structural growth, driven not only by capital ...