#wealth transfer
18 stories
India’s family office riddle
India’s family offices face regulatory gaps as capital flows shift.
Financialexpress · 1m
Build Kids' Money Habits Early
Teach children money skills before inheritance discussions.
Kiplinger · 1m
Estate Planning Mistakes to Avoid
Five estate planning errors could cost you your wealth transfer.
Kiplinger · 1m
Early Inheritance Trap
A $100K gift can backfire on adult children's financial habits.
Kiplinger · 2m
Give kids inheritance at 28, not at death
Hedge fund multimillionaire Bill Perkins argues parents should transfer wealth to children in their peak earning years, not after they die.
Fortune · 1m
Wealth Transfer Prep Needs Family Talk
Families must prepare heirs for inherited wealth before it's too late.
Newsweek · 1m
Billionaire heirs are pushing for faster giving
Younger generations are rewriting philanthropy, demanding their wealthy parents give away fortunes now instead of waiting decades.
Fortune · 3m
How millionaires talk money with their kids
Real wealthy families share their strategies for inheritance conversations, equal splits, and avoiding spoiling the next generation.
Kiplinger · 3m
Spouses inherit trillions first in wealth transfer
Before Gen X and millennials see their inheritance, $54 trillion will flow to surviving spouses, who need a plan to preserve it.
Kiplinger · 2m
IRS targets trust strategies in major estate planning case
A Nashville family faces a $736 million tax bill after the IRS challenged their use of irrevocable trusts to pass wealth to heirs.
Kiplinger · 2m
How the IRS values and audits inherited homes
Real estate makes up a third of what parents leave behind, but most heirs don't know the tax rules.
Kiplinger · 3m
Don't let inheritance tear your family apart
Trillions are shifting between generations, but silence about money is fracturing sibling relationships. Here's how to keep your family together.
Kiplinger · 3m
Charities struggle to collect IRA gifts from deceased donors
Financial firms are holding up charitable bequests with excessive paperwork and account requirements, forcing nonprofits to spend months or years chasing funds.
CNBC · 4m
Should you ask your wealthy mom for money?
A woman in her 40s asks her millionaire mother for childcare help. Her aunt objects. Here's what experts say.
Kiplinger · 3m
Why your family needs to talk about inheritance tax now
Most families avoid discussing inheritance, but one conversation could save hundreds of thousands in taxes.
MoneyWeek · 2m
How to invest your inheritance wisely
A 124 trillion dollar wealth transfer is coming. Most heirs feel ready, but choosing the right investments matters.
Kiplinger · 1m
Inheriting art nobody wants
Baby boomers bought art like never before. Now their kids are stuck with it.
MoneyWeek · 1m
5 stocks to grow an inheritance for your kids
Baby boomers will pass down over $100 trillion. Here's where financial experts say to invest it for long-term wealth.
Kiplinger · 3m