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News
From Buffett to Beyoncé: What Celebrities Have Said About Inheritance
11+ hour, 45+ min ago (1301+ words) See what Warren Buffett, Shaq, Jay-Z and Beyoncé, Dave Ramsey and Suze Orman have to say about passing down wealth. The Great Wealth Transfer is underway in the United States. Between 2024 and 2048, an estimated $124 trillion in assets is expected to…...
The 5 Biggest Myths in Estate Planning and the Strategies to Follow Instead
2+ week, 5+ day ago (1108+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. From outdated beneficiary designations to the false security of a set-it-and-forget-it plan, active engagement is the strongest defense against costly estate planning…...
How Real Families Are Handling The Great Wealth Transfer
3+ day, 19+ hour ago (369+ words) Kiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you. To gather insight into how families are handling this historic shift, Kiplinger commissioned an exclusive survey, conducted by research firm…...
We Asked 5,000 Americans About Inheritance and the Great Wealth Transfer. Here's What We Learned
3+ day, 20+ hour ago (675+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most…...
The Woman's Guide to Estate Planning: Protect Your Health and Wealth
1+ week, 3+ day ago (761+ words) their savings, leaving her with less money. The good news is that women are more empowered than ever to take...
The Great Junk Transfer: Why Heirs Want Meaning, Not More Stuff
16+ hour, 45+ min ago (543+ words) Loved ones want your memories, not your attic clutter. A new study reveals why less is officially more when passing down belongings. Dubbed The Great Junk Transfer, a recent study revealed a shift in how the next generation views an…...
Is Your Family Office Eroding Your Wealth? Time to Start Measuring Returns
3+ week, 1+ day ago (1047+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Building a fortune is one thing, managing it successfully through a family office is another. Serial entrepreneur, investor and philanthropist Michael W. Sonnenfeldt…...
How a Living Trust Protects Your Wealth for the Next Generation
3+ day, 9+ hour ago (840+ words) A living trust (or revocable trust) can bypass probate court, safeguard your family’s privacy, and preserve your wealth — if you set it up correctly. A living trust is a legal document you set up while you’re alive to ensure that…...
Trillions of Dollars Will Be Passed Down in the Next 20 Years and Many Families Are Totally Unprepared: What to Know and What to Do
4+ day, 9+ hour ago (1747+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the…...
We Know You'd Rather Talk to Your Kids About Politics Than Inheritance. Here's the Right Way to Have That Conversation Anyway.
4+ day, 9+ hour ago (1711+ words) such as college, a down payment on a home or a business venture. When his daughters are mature enough,...