With the Great Wealth Transfer underway, the latest figures from Cerulli (as of December 2024) show that $124 trillion will transfer through 2048, with $105 trillion going to heirs.
Special needs planning should begin as early as possible—long before a child reaches adulthood—to ensure lifelong care, financial security and legal protection.
Asset protection isn’t just for the wealthy—it’s a practical way to preserve your savings, safeguard your home and shield your family from financial risk.
Tony Hsieh left a will that was just discovered—4½ years after his death, according to a new court filing that could upend the tech mogul’s probate case and legal battles over his estate.
As the baby boomer generation ages, they will pass savings and assets on to their children, grandchildren and charitable organizations.
Estate planning may not be at the top of anyone’s list of fun family activities. However, it can be an opportune time to discuss what’s best for the shared family home.
How can I organize my estate so there is little or no potential for my will to be contested?
Planning ahead for funeral expenses can relieve your loved ones of financial stress and ensure that your final wishes are honored.
A truly fair inheritance isn’t always about giving each child the same amount—it’s about making thoughtful decisions that reflect each heir’s situation, role and relationship.
If you sold holdings at a loss during April’s brutal sell off, you probably took solace that you at least accomplished some tax-loss harvesting.