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Family Yacht Sailing. Luxury vacation at sea.
Finance
A Kamala Harris win could supercharge the $90 trillion Great Wealth Transfer
By Jane ThierSeptember 17, 2024
Woman Helping a Senior Wtih Documents
Personal Finance
Millennials and Gen Z’s $80 trillion great wealth transfer should be a faucet—not a firehose, says a wealth manager
By Alicia AdamczykSeptember 5, 2024
Senior grandparents reading documents
Personal Finance
Why the first step in your estate planning process shouldn’t be crafting a will
By Alicia AdamczykSeptember 1, 2024
A health care worker advises a senior couple
Personal Finance
If you inherit $1 million—or any amount—this is the first thing you should do, says financial planner
By Alicia AdamczykAugust 31, 2024
Photo of Mike Lynch
Tech
HP stuck ‘on the horns of a dilemma’ as it mulls pursuing Mike Lynch’s family for $4 billion Autonomy claim
By Ryan HoggAugust 27, 2024
The Great Wealth Transfer is set to be a $90 trillion disappointment—especially for millennials
Success
The Great Wealth Transfer is set to be a $90 trillion disappointment—especially for millennials
By Chloe BergerAugust 9, 2024
Pedestrians walk past the French luxury design house Hermès
Success
$13 billion an Hermès heir wanted to leave to his gardener has seemingly vanished
By Eleanor PringleJuly 31, 2024
Billionaire’s son resolves feud over inheritance
Finance
Billionaire’s son resolves feud over inheritance
By Vanessa Dezem, Bob Van Voris and BloombergJuly 19, 2024
The IRS just updated the rules for inherited IRAs. What heirs need to know about a ‘big change’
Personal Finance
The IRS just updated the rules for inherited IRAs. What heirs need to know about a ‘big change’
By Alicia AdamczykJuly 19, 2024
A man smiles while stretches while sitting in front of a computer screen.
Success
Gen Xers, the forgotten child of the ‘Great Wealth Transfer,’ are first in line for $31 trillion worth of inheritances from the rich and ultra rich, new report finds
By Seamus WebsterJune 23, 2024
Marlene Engelhorn holding up a board that says "tax the rich"
Personal Finance
An Austrian heiress, who supports taxing the rich and doesn’t believe in philanthropy, just wrote away a large chunk of her $27 million fortune
By Prarthana PrakashJune 19, 2024
Young adults are getting cold feet about their highly anticipated $84 trillion wealth transfer
Success
Young adults are getting cold feet about their highly anticipated $84 trillion wealth transfer
By Chloe BergerMay 16, 2024
Crypto Inheritance
The Coins
Buying crypto for your kids? Here’s how to ensure they get it after you pass on
By Niamh RoweApril 11, 2024
young woman pushing happy senior man in wheelchair
Personal Finance
Not all millennials can bank on the $90 trillion Great Wealth Transfer—a third say they expect nothing, and are already caring for boomer parents plus their own kids
By Orianna Rosa RoyleApril 10, 2024
Rich Gen Zers are convinced they’re going to get even wealthier in 2024—but they’re likely relying on the bank of Mom and Dad
Success
Rich Gen Zers are convinced they’re going to get even wealthier in 2024—but they’re likely relying on the bank of Mom and Dad
By Orianna Rosa RoyleMarch 4, 2024
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