More than $80 trillion over 20 years—that's the scale of the coming wave of wealth expected to trickle down to younger Americans over the next two decades. Dubbed the Great Wealth Transfer, the shift ...

On the Latino economic front, there is good news, bad news, and worse news. The overall economic condition of Latinos is improving. The U.S. Department of Treasury reports that between 2013 and 2022, ...

Whether you are part of the older generation aiming to preserve and pass on your assets, or a younger family member seeking to grow and protect that inheritance, successful intergenerational wealth ...

Ray Gildow, and guests, discuss Intergenerational Transfer of Wealth in rural Minnesota.

As older generations (particularly Baby Boomers and the Silent Generation) retire or pass away, their assets are transferred to heirs, who are largely family members. According to a recent report from ...