The Great Wealth Transfer is happening. Here are the 3 biggest mistakes families make when it comes to planning for it.

Tech Insider : Economy, Business

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Inside the tax that incentivizes boomers to die in their homes, rather than selling — because it's better for their kids

Tech Insider : Business, Style
A faded hand that is passsing a house to another hand.

Nicolas Ortega for BI

The world's richest people now control nearly $60 trillion — here's how they're investing their fortunes

Tech Insider : Economy, Business, Environment
Crowds walk through Midtown Manhattan on October 16, 2025.
The world's ultra-rich now control nearly $60 trillion, and younger generations are transforming how it's invested, per Altrata's data.

Spencer Platt/Getty Images

Many boomers are open to passing on an early inheritance — but their adult kids are too afraid to ask

Tech Insider : Economy, Business, Travel
Older couple by pool with laptop
Some boomers are passing on their wealth early rather than waiting to leave an inheritance.

The Good Brigade/Getty Images

Spouses — mostly women — could inherit $9 trillion from their partners in the next 25 years

Tech Insider : Economy
Women's economic power is going to change as Baby Boomers transfer their wealth to milennial women.
Women's economic power is going to change as Baby Boomers transfer their wealth to milennial women.

We Are/Getty Images

Boomer dad, who is 6 months away from retirement, has already started gifting his Gen X and millennial kids their inheritance

Tech Insider : Economy
An older couple enjoying a cup of coffee on their deck overlooking the mountains
More boomers are proactively transferring their wealth to their adult kids.

Jordan Siemens/Getty Images

It's getting harder than ever to become a self-made billionaire. But inheritances are still going strong.

Tech Insider : Economy, Economy
wealthy

Chris Jackson/Getty

Millennials and Gen Z are banking on an inheritance from their boomer parents. That's a big mistake.

Tech Insider : Economy
A dollar cake is being cut up by old and wealthy people.
Boomers are rolling in financial assets. But they are probably going to spend all their savings before they can pass anything down to their children.

Chelsea Jia Feng/Insider

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