#inheritance-planning

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#wealth-transfer #millennial-wealth #generational-wealth-transfer #net-worth-growth #baby-boomer-assets
fromFortune
8 hours ago

The Great Wealth Transfer is already happening as millennials hitting their 'Peak 35' are richer than ever | Fortune

I think the beautiful part about the 'Peak 35' is it puts us in a position that many generations haven't been in before. When you start to think about this Great Wealth Transfer, yes, assets have been transferred before, but never to the extent that we see it now and never as intentional as we've seen it now.
Miscellaneous
Business
fromFortune
2 weeks ago

The Gen Z job nightmare is so bad that even billionaires are worried their kids won't be able to keep a job, says wealth advisor to the 0.1% | Fortune

Ultra-high net worth families worry children may struggle to find stable jobs and plan larger wealth transfers and retraining amid AI-driven labor shifts.
#wealth-transfer
fromFortune
3 months ago
Relationships

Navigating the Great Wealth Transfer: building confidence across generations | Fortune

fromFortune
3 months ago
Relationships

Navigating the Great Wealth Transfer: building confidence across generations | Fortune

more#wealth-transfer
Parenting
from24/7 Wall St.
3 months ago

My husband and I have plenty of money to retire now - should we keep working to leave our son a larger inheritance?

Prioritize securing retirement and enjoying life rather than continuing to work solely to enlarge an already substantial inheritance.
Retirement
from24/7 Wall St.
8 months ago

I Have Millions, But I Don't Want to Leave My Kids Any Money Due to Political Differences

Wealth transfer is increasingly influenced by political and ideological differences within families.
Trusts are becoming a popular option for inheritance planning to address differing values.
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