The ‘Great Wealth Transfer’ may not help with high property taxes, soaring homeownership costs, and liquidity issues in 2025.

To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy ...

And that is having a profound effect on saving habits: Nearly 1 in 10 Americans feels less pressure to save because they ...

As Baby Boomers and the Silent Generation prepare to pass on their assets to younger generations, they must contend with ...

How is the amount of an inheritance advance determined? When advancing an inheritance, companies offer heirs immediate access to their funds by buying a portion of their expected inheritance. It can ...