US Families Are 'Woefully Underprepared' For The Great Wealth Transfer
The greatest intergenerational wealth transfer in history is underway, and people are unprepared, according to Michael Pelzar of Bank of America.
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Warren Buffett Discusses Will in Rare Letter
Warren Buffett discusses will in rare letter, pledging to donate ‘99%-plus’ of fortune after gifting millions of Berkshire Hathaway shares.
Is Next Generation Ready for Their Inheritance?
Have you set your estate to protect and keep your assets within your family and take advantage of current high estate and gift tax exemption limits?
Challenges of Estate Planning Often Amplified When Family-Owned Businesses are Involved
Estate planning is a critical undertaking, requiring intricate decisions and strategies as well as clarity in communications with loved ones.
Samsung Heirs Dispose of $2.2 Billion in Stock to Cover Inheritance Tax
Samsung family’s ‘last bastion’ - even Samsung C&T for inheritance tax - paying 12 trillion, won inheritance tax.
Navigating Early Inheritance Versus Posthumous Wealth Transfer
Three key considerations determining the most opportune time to share wealth with younger family members presents a complex choice.
Matthew Perry’s Legacy: Unraveling the Mystery Behind Friends Residuals and Estate Plan
Matthew Perry was reportedly bringing in as much as $20 million a year in syndication income, thanks to Friends.
