The report from UBS also had some good news for consumers. Not only is it easier to climb the wealth ladder than it is to ...

I'm inheriting my elderly parents’ $680K portfolio managed by an adviser with a 1.75% fee. Should I fire him? Not only have ...

Massive jackpots this week for Powerball and Mega Millions sent people rushing to buy a ticket for a chance at a lifetime of ...

Millionaire Millennials and Gen Xers are more than twice as likely to prefer sharing their wealth with the next generation ...

EXCLUSIVE: An inheritance tax expert has explained a few of the most "effective" ways to reduce taxable estates.

With the interspousal and intergenerational wealth transfer beginning, advisors have to be on top of estate planning concerns ...

A new joint report released earlier this month by the Federal Home Loan Bank of Indianapolis and Black Onyx Management  found ...

Baby boomers inherited the strongest U.S. economy and the strongest labor protections, but are the least likely to help later ...

The Great Wealth Transfer is underway, and Gen X and millennials are expected to inherit about $85 trillion by 2048, ...