#wealth-transfer tag

Real estate

Selling the Family Home: 5 Key Considerations To Keep In Mind

Older homeowners often choose not to sell, primarily to assist their children financially, while balancing tax implications of transferring real estate.

fromCurbed

NYC real estate

Why Yes, Lots of Manhattan Buyers Are Being Funded by Their Parents

The majority of Manhattan home sales in 2024 involve trusts, reflecting the influence of family wealth on property purchases.

Real estate

Selling the Family Home: 5 Key Considerations To Keep In Mind

NYC real estate

fromCurbed

Why Yes, Lots of Manhattan Buyers Are Being Funded by Their Parents

The majority of Manhattan home sales in 2024 involve trusts, reflecting the influence of family wealth on property purchases.

Thinking of Selling the Family Home? Here's How To Make the Most of It-for You and Your Kids

Older homeowners are motivated to sell primarily by healthcare costs, maintenance concerns, and the need to help their grown children.

fromFortune

The $124 trillion Great Wealth Transfer is bigger than ever-and millennials will get the biggest cut

The generational transfer of nearly $124 trillion in assets over 25 years will profoundly impact families, advisers, businesses, and every segment of the financial industry.

US politics

#estate-tax

Real estate

5 Key Takeaways: The One Big Beautiful Bill Act and Increases to the Federal Tax Exemption

Real estate

How the One Big Beautiful Bill Act Could Affect Your Heirs-and Your Home

Real estate

5 Key Takeaways: The One Big Beautiful Bill Act and Increases to the Federal Tax Exemption

Real estate

How the One Big Beautiful Bill Act Could Affect Your Heirs-and Your Home

Real estate

Inheriting a Vacation Home Can Cost You More Than You Think

fromBusiness Insider

Relationships

Many boomers are open to passing on an early inheritance - but their adult kids are too afraid to ask

Real estate

Inheriting a Vacation Home Can Cost You More Than You Think

fromBusiness Insider

Relationships

Many boomers are open to passing on an early inheritance - but their adult kids are too afraid to ask

Crypto is about to get even bigger thanks to millennials

The Boomer wealth transfer could reshape global finance through new capital allocation by younger generations.

fromFortune

Intellectual property law

GoFundMe Exec on women's philanthropic giving and the platform's new investment product

Women are often the charitable decision makers already in their families, and we see that trend continuing as women have more resources and more responsibilities.

Fundraising

What Average Homeowners Can Learn About Family Trusts by Following Jimmy Buffett's $274 Million Estate Battle

Estate planning involves not just assets but also managing family dynamics to prevent disputes.

Retirement

from24/7 Wall St.

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.

fromBitcoin Magazine

Pearl Fund Launches $500M Bitcoin Fund With Zero Capital Gains Tax

This isn't just another fund-it's potentially a game-changer for serious Bitcoin investors looking to build generational wealth.

Cryptocurrency

Retirement

from24/7 Wall St.