Topic
wealth-transfer
2 stories related to this topic, newest first.
slate.comfinance24 days ago
Podcast Discusses Inheritance Timing and Family Financial Preparation
Bryan Walley, co-founder and CEO of Forward Inheritance, spoke on the Disruption Interruption podcast about delays in accessing home equity through traditional inheritance. The May 28, 2026, episode addressed documentation gaps and the projected $84 trillion wealth transfer.
Ramz59 / Wikimedia (CC BY-SA 4.0)finance55 days ago
Capgemini Study: 70% of Adults Under 40 View Life Insurance as Essential Despite Delaying Major Life Milestones
A Capgemini report reveals that Gen Z and millennials are postponing marriage, parenthood, and homeownership due to economic pressures. Despite viewing life insurance as key to financial health, many skip it over costs and complexity. The study surveyed thousands across 18 market…
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