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 ...

Adult children want the inheritance now. They may have to wait.

Nearly all adult children, 95%, say they’re ready to manage their inheritance. One-quarter of parents do not agree. If boomer ...
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 ...