The Taylors, a family of four, learn about estate planning and generational wealth transfer. After an unexpected loss in the family, the Taylors turn to the Money Mentors to take control of their ...

Generational wealth refers to assets passed down from one generation to another, creating a financial foundation that can create significant financial opportunities for future generations. The ...

As baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...

My mother never had substantial savings, investments or anything of value other than her house. It was her wish to pass on her only significant asset to her three kids: me, my brother and my sister.

America is in the midst of the greatest wealth transfer in history. Over the next decade, an estimated $80 to $100 trillion will pass from baby boomers to their children and grandchildren. But one ...