intergenerationalwealth

Generational Wealth Divide: How Boomers Grew $14 Trillion Richer Amidst Pandemic, Leaving Gen X Behind

The pandemic didn't treat all generations equally, revealing a staggering wealth chasm between older boomers and younger cohorts. Recent Federal…

6 months ago

Split Dollar: The Powerful Estate Tax Mitigation Strategy Not Discussed Often Enough

Under the current Unified Estate & Gift Tax Credit of $12,920,000 per individual expiring at the end of 2025 and…

10 months ago