Over the next 20 years, an estimated $84 trillion will pass from older generations to their heirs. This “Great Wealth Transfer” brings both tremendous opportunity and significant challenges. So, ...

Forbes contributors publish independent expert analyses and insights. I research & write on longevity, generational trends & innovation. For decades, Baby Boomers have been quietly amassing one of the ...

The numbers are staggering. Over the next two decades, more than $84 trillion is set to move from baby boomers to their heirs—the largest transfer of wealth in human history. For context, that’s ...

Forbes contributors publish independent expert analyses and insights. I research & write on longevity, generational trends & innovation. Every December, Americans gather for what may be the country’s ...

Why advisors who treat intergenerational planning as ongoing will be the ones who endure The “great wealth transfer” is often described as a once-in-a-generation moment for advisors. In my experience, ...