How to avoid the question, "Why did my parent do this?" at a time when no one can answer.

The one small form that could undo your entire nest egg.

As an estimated $84 trillion moves from Baby Boomers to their heirs over the next two decades, the stakes for families and their advisors have never been higher. For Jill Shipley, head of Family ...

With great wealth comes great responsibility. Baby boomers are set to give a staggering $124 trillion through 2048 to heirs, according to market researcher Cerulli Advisors in a 2024 report. But are ...

A record amount of equity is now held by property owners 62 and older, with a growing share transferring homes to their heirs ...

Americans work hard their whole lives to buy a home – a small piece of the American dream – but many don’t spend enough time planning to pass it on properly to their heirs, resulting in disputes and ...

Citing the desire among many older homeowners to leave their homes to members of their family, New Jersey-based reverse mortgage lender and servicer Longbridge Financial has announced a new ...