Huge Wealth Transfer of $16 Trillion Estimated in Next 30 Years
Plan early to avoid a big estate tax hit, Wealth-X and National Financial Partners warn.
That $41 Trillion Wealth Transfer Now Officially $59 Trillion
The vaunted $41 trillion wealth transfer that is the subject of every advisor conference has been freshly updated: It has now reached $59 trillion.
Could American Donors Be More Generous?
Americans give more to charity as a percentage of GDP than their counterparts in many other major industrial countries, but advocates would like to push this rate higher.