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Inheritance

Women's wealth is growing, and wealth managers are adjusting

by Kristin Schwab and Nicholas Guiang
Jan 1, 2025
Bloomberg's Claire Ballentine reports that women tend to be conservative, thoughtful investors and donate more to charity than men.
Many more women are in the stock market now than just a few years ago, according to Fidelity.
Anthony Wallace/AFP via Getty Images
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What is the "great wealth transfer," and who'll benefit from it?

by Mitchell Hartman
Dec 12, 2024
Financial consultants predict older Americans will pass on $124 trillion, boosted by stocks and real estate, to heirs and charities through 2048.
A financial research and consulting firm forecasts that in the next 25 years, $124 trillion will be passed down from older to younger generations. Those inheritances will be largely concentrated within already wealthy families.
DNY59/Getty Images
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Killing the "death tax": Is it fair?

by Sabri Ben-Achour
Nov 20, 2017
Depends on who you ask.
A member of College Republicans National Committee dresses as Grim Reaper as he marches on Capitol Hill to call on the Senate to eliminate the death tax June 8, 2006 in Washington, D.C.
Alex Wong/Getty Images
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Clinton tweaks estate tax proposal to raise rates at the top

by Lewis Wallace
Sep 23, 2016
Trump would repeal this tax on the very wealthy, while Clinton would increase it.
Democratic presidential nominee Hillary Clinton speaks during a campaign rally at UNC Greensboro on Thursday. 
Justin Sullivan/Getty Images
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The Conversation: Do you have a will?

by Marketplace Contributor
May 6, 2016
Do you have any experience with wills? Will you leave one of your own? Why or why not?
Singer Prince performs onstage. He passed away last week but did not leave a will. 
Kevin Winter/Getty Images for NCLR
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Economic Anxiety Index®

No inheritance? No problem

by Kimberly Adams
Mar 18, 2016
Only 25 percent expect to receive an inheritance, but 51 percent think they will leave one.
Young people have high expectations about receiving an inheritance, according to our new economic anxiety poll.
George Marks/Retrofile/Getty Images
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What do you teach your kids about money?

by Marketplace Weekend Staff
Nov 6, 2015
Tell us the most important lesson you want to pass on about money.
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A closer look at inheritance taxes

by David Brancaccio
Jan 22, 2015
How would president's trust fund plans affect controversial inheritance taxes?
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My Money Story: Waiting on Inheritance

by Jenny Ament
Jan 9, 2015
An inheritance can do unexpected things to a family.
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Is Martin Luther King Jr.'s legacy public or private?

by Jenny Ament
Jan 9, 2015
Some people whose lives and work leave an inheritance of for more than just their families.
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