Estate Planning

Wealth Transfer? Boomers Banking on a Mirage

Under-saved boomers have long believed that a tremendous generational transfer of wealth will save their retirement. Estimates have put the expected bequest from boomer parents at $10 trillion to $30 trillion. Well, don’t count on it.

How to Give Heirs What They Most Want (It Won’t Cost Much)

An enduring legacy of the financial crisis has been a clear shift in personal values—away from materialism and toward relationships and experiences. Born out of need, this national (if not global) rethinking of what is most important has had remarkable staying power even as the economy has started to improve.

  1. Previous
  2. 1
  3. 2
  4. 3