Smart Tactics for Tax Savings in Wealth Transfer
Many people are living longer, and with age comes the need to consider how to pass on their assets to loved ones. This is especially true for the Silent Generation (people in their 70s and above) who hold a significant amount of wealth. Tax planning is crucial in this process to ensure your family inherits […]
The Great Wealth Transfer: Will it Shake Up the Markets?
Get ready for a massive shift in wealth! Over the next two decades, a whopping $84 trillion in assets is expected to change hands, according to Cerulli Associates. That’s right, trillions! This wealth transfer, primarily from baby boomers to younger generations like Gen X, millennials, and Gen Z, could significantly impact the markets. The big […]