Effective generational wealth transfer strategies can help ensure that financial legacies are preserved and aligned with personal values and family goals.

My mother never had substantial savings, investments or anything of value other than her house. It was her wish to pass on ...

Generational wealth refers to assets passed by one generation of a family to another, such as stocks, bonds, real estate, and family businesses.

Gifting is not one-size-fits-all Beyond the act of gift buying, our survey highlights broader changes in how various generations approach holiday shopping.

I recently met with a very prominent lawyer from Rockland County who can trace his family roots in the area to the 1600s. Not ...

A generational wealth transfer is underway. If you haven’t heard about the trillions of dollars currently “in motion” between generations, you have been living under a rock. Cerulli ...

A Jackson crystal shop is seeking community support after a fire filled the store with smoke and soot. The third-generation ...

The descendants of a 19th-century federal official decided to return a prized collection of heirlooms to a descendant of a Lakota leader, Chief Spotted Tail.

The Gift of Experiences: Why Memories Are Better Than Things Explore how gifting experiences can be more meaningful and often less expensive than gifting physical items.