#wealth-transfer

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#real-estate #baby-boomers #financial-planning #inheritance #tax-implications #estate-tax #millennials #trusts
#inheritance
fromSFGATE
1 day ago
Real estate

Young Americans Inheriting Property Face Challenges with Insurance and Taxes-5 Key Takeaways

fromSFGATE
1 day ago
Real estate

Young Americans Inheriting Property Face Challenges with Insurance and Taxes-5 Key Takeaways

more#inheritance
Business
fromFortune
1 week ago

America's billionaires are older than ever, with one in five already in their 80s or 90s-as millennials await the Great Wealth Transfer

Most billionaires are older than the tech-founder stereotype; only 10% are under 50, and $124 trillion will transfer to younger generations by 2048.
#real-estate
fromSFGATE
1 month ago
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
5 months ago
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.
NYC real estate
fromCurbed
5 months ago

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.
more#real-estate
Real estate
fromSFGATE
1 month ago

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
1 month ago

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
fromSFGATE
2 months ago
Real estate

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

fromSFGATE
2 months ago
Real estate

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

more#estate-tax
E-Commerce
fromFast Company
2 months ago

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
2 months ago

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
Intellectual property law
fromSFGATE
2 months ago

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.
3 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.
fromBitcoin Magazine
4 months ago

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.
4 months ago

What I Would Do With an Extra $25,000 - $35,000 Before My Semi-Retirement

It's important to prioritize debt repayment and investments over splurging when receiving a financial windfall.
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