We are approaching an unprecedented inheritance event. If parents and grandparents aren't careful, the Great Wealth Transfer ...

On social media, Nick Fox charts the more idiosyncratic of these through his “Millennial Inheritance” video series: think ...

You might have heard whispers about the greatest wealth transfer in history. Baby boomers are supposedly sitting on mountains of cash, ready to pass down fortunes to their children and grandchildren.

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. Few things can complicate the otherwise straightforward matter ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Daniel Liberto is a journalist with over 10 years of experience working with ...