As the Great Wealth Transfer begins, most families remain unprepared

Catalyst Advisory reports that only 14% of Americans discuss inheritance, risking confusion and disputes amid a massive ...
Mena FN

Lonestar Transfer Issues Advisory On Timeshare Inheritance Risks Facing Aging Owners

(MENAFN- EIN Presswire) EINPresswire/ -- Many timeshare contracts include perpetual or long-term clauses that continue beyond the original owner's lifetime. As a result, adult children and other heirs ...
NBC New York

Preparing for the ‘great wealth transfer'? 4 steps for managing an inheritance, from a CFP: ‘It's not as simple as it might seem'

The so-called "great wealth transfer" is already underway, with over $68 trillion set to be passed down by baby boomers to their children. Yet, while millions of Americans expect to receive an ...
Business Wire

The ‘Great Wealth Transfer’ Is Underway but Nearly Half Expecting an Inheritance Are Not Ready to Manage It, Finds New York Life Wealth Watch Survey

NEW YORK--(BUSINESS WIRE)--The “Great Wealth Transfer” is underway and 15% of American adults expect to receive an inheritance in the next decade, according to the latest findings from the New York ...