Great Wealth Transfer

1+ week, 16+ hour ago   (569+ words) Paying SARS R2.7 million today could leave your heirs millions richer A worked example makes the case study a little more understandable. The client below is fictitious, but the numbers, rates and legal aspects are real and reflect the 2026/27 tax year....

1+ week, 1+ day ago   (798+ words) The trillions of dollars that financial advisors expect baby boomers to pass to their heirs may shrink long before it changes hands, according to new research from a San Diego asset manager that blames retirement plans built for much shorter…...

1+ week, 1+ day ago   (878+ words) Shaping the future of finance I spotted a fascinating post from Stephany Kirkpatrick on LinkedIn that gets straight to the heart of one of the biggest opportunities and failures facing wealth management today. Stephany is a successful founder and entrepreneur…...

1+ week, 1+ day ago   (409+ words) Preservation is the north star. Wealth inheritance can change someone’s entire risk profile in ways they don’t always fully understand until something goes wrong. When a client’s wealth suddenly grows, understanding their new risk profile comes down to three key…...

1+ week, 2+ day ago   (1255+ words) Free personal-finance advice for students and young adults. The Great Wealth Transfer gets tossed around like every American is about to receive a surprise check. That is not how inheritance works. Research firm Cerulli Associates projects that $84.4 trillion could transfer…...

1+ week, 6+ day ago   (327+ words) “The Great Wealth Transfer assumes assets will still be there to transfer,” Capizzi said. “But if people live longer, spend longer, and invest under assumptions built for a much shorter retirement, the inheritance may be quietly consumed…...

1+ week, 6+ day ago   (1072+ words) Most adult children picture inheritance as a single event, but financial planners describe something slower and far messier happening inside millions of families right now, often triggered by a scammer or an unpaid bill rather than a conversation anyone planned…...

2+ week, 1+ day ago   (970+ words) Millions of Gen X adults are quietly taking over the financial lives of aging boomer parents long before any inheritance changes hands, and four wealth advisers say most families wait until a hospital waiting room to have the one conversation…...

2+ week, 4+ day ago   (505+ words) Matthew Erskine September 25, 2026 Vast figures are suggested to be in play with the intergenerational wealth transfer process going on. Regardless, advisors must understand how exemption, enforcement, transparency and family structures move in different directions and at the same time. The…...

2+ week, 4+ day ago   (486+ words) Whether beneficiaries are ready to manage what they inherit is the biggest concern among those worried their wealth won't survive, cited by 52%, ahead of market volatility (49%) and family conflict over assets (44%). 70% worry their wealth won't survive the next generation, even…...