#wealth-transfer

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fromFortune
1 week ago

The $124 trillion Great Wealth Transfer is bigger than ever-and millennials will get the biggest cut

The generational transfer of nearly $124 trillion in assets over 25 years will profoundly impact families, advisers, businesses, and every segment of the financial industry.
US politics
#estate-tax
fromSFGATE
1 week ago
Real estate

5 Key Takeaways: The One Big Beautiful Bill Act and Increases to the Federal Tax Exemption

fromSFGATE
1 week ago
Real estate

5 Key Takeaways: The One Big Beautiful Bill Act and Increases to the Federal Tax Exemption

#inheritance
E-Commerce
fromFast Company
4 weeks ago

Crypto is about to get even bigger thanks to millennials

The Boomer wealth transfer could reshape global finance through new capital allocation by younger generations.
fromFortune
1 month ago

GoFundMe Exec on women's philanthropic giving and the platform's new investment product

Women are often the charitable decision makers already in their families, and we see that trend continuing as women have more resources and more responsibilities.
Fundraising
fromSFGATE
1 month ago

What Average Homeowners Can Learn About Family Trusts by Following Jimmy Buffett's $274 Million Estate Battle

Estate planning involves not just assets but also managing family dynamics to prevent disputes.
#inheritance-planning
fromBitcoin Magazine
2 months ago

Pearl Fund Launches $500M Bitcoin Fund With Zero Capital Gains Tax

This isn't just another fund-it's potentially a game-changer for serious Bitcoin investors looking to build generational wealth.
Cryptocurrency
#financial-planning
fromFortune
8 months ago
Miscellaneous

Why a money talk could be the 'best gift you give your family' this holiday season

fromFortune
8 months ago
Miscellaneous

Why a money talk could be the 'best gift you give your family' this holiday season

#real-estate
fromCurbed
3 months ago
NYC real estate

Why Yes, Lots of Manhattan Buyers Are Being Funded by Their Parents

The majority of Manhattan home sales in 2024 involve trusts, reflecting the influence of family wealth on property purchases.
fromwww.cbc.ca
5 months ago
Social justice

'A trillion-dollar tsunami': Canadians grapple with unprecedented wealth transfer | CBC News

Canada faces a $1 trillion wealth transfer from baby boomers to next generations through 2026, largely influenced by rising real estate prices.
NYC real estate
fromCurbed
3 months ago

Why Yes, Lots of Manhattan Buyers Are Being Funded by Their Parents

The majority of Manhattan home sales in 2024 involve trusts, reflecting the influence of family wealth on property purchases.
Social justice
fromwww.cbc.ca
5 months ago

'A trillion-dollar tsunami': Canadians grapple with unprecedented wealth transfer | CBC News

Canada faces a $1 trillion wealth transfer from baby boomers to next generations through 2026, largely influenced by rising real estate prices.
Retirement
fromBuzzFeed
4 months ago

I Worked Hard My Entire Life - Now I'm 70 And Broke. Something Has To Change In This Country.

Personal financial struggles prevent participation in wealth transfer phenomena.
Employment challenges and financial insecurity plague older generations.
The rise of AI in job applications causes frustration and exclusion.
SF parents
from24/7 Wall St.
4 months ago

How I Plan to Invest $72K Gifted by My Grandparents for a Secure Financial Future

The Great Wealth Transfer may lead to significant financial changes for Millennials as they inherit and invest wealth from previous generations.
Women
fromEntrepreneur
4 months ago

Women Will Inherit Most of the $124T Great Wealth Transfer | Entrepreneur

Women are expected to inherit a significant portion of the $124 trillion wealth transfer, leading to remarkable economic influence.
#generational-wealth
fromFast Company
7 months ago
Miscellaneous

Wealthy Gen X and millennials want to give their money away while they're still alive. Boomers? Not so much

fromFast Company
7 months ago
Miscellaneous

Wealthy Gen X and millennials want to give their money away while they're still alive. Boomers? Not so much

fromIntelligencer
5 months ago

The Sneaky Ways Parents Transfer Money to Their Adult Children

However, rich parents often want to give more despite IRS limitations, leading them to explore legal and less conventional ways to transfer wealth.
Parenting
fromwww.housingwire.com
7 months ago

The luxury housing market is booming despite larger stagnation

The stagnant 2024 housing market contrasts sharply with the luxury segment, where sales of homes over $1 million rose by 5.2%, demonstrating resilience amid broader downturn.
Real estate
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