Advisors guide families through $84 trillion transfer using trusts, charitable strategies and heir education for lasting legacies ...

Because females have longer life expectancies, most of the spousal transfer of assets due to death is expected to go to women ...

Sonoma, CA / Syndication Cloud / March 12, 2026 / Magnum Financial In recent months, renewed market swings and ...

As trillions quietly shift from aging clients to their heirs, many advisors are looking the wrong way. This piece reveals the hidden risks in your own book and how to turn the Great Wealth Transfer ...

Most conversations about wealth transfer begin and end with documents. Trusts. Wills. LLCs. Partnerships. Each is treated as a stand-alone solution, drafted, signed and placed neatly into a binder.

Baby boomers are set to pass on approximately $84 trillion in wealth to heirs by 2045, greatly impacting personal finances and the economy. Wills, trusts, and annual gift strategies can help families ...

Over the next 20 years, an estimated $84 trillion will pass from older generations to their heirs. This “Great Wealth Transfer” brings both tremendous opportunity and significant challenges. So, ...

This week on The Alpha Wealth Hour, Tom Fortino dives into the tax discussions you should be having now that the year is underway. Are you up to date on Social Security rules and claiming strategies?

Would governments really sit back and watch $80 trillion slip through their fingers? UBS chief economist Paul Donovan doesn’t think so. His modeling points to an unprecedented shift in private ...

Martin Behn of Lathrop GPM discusses how multiple jurisdictions affect estate planning for clients with international assets ...