the agnostic investor

Written by Taraje Williams-Murray, CEO of Coroebus Wealth Management

financial planning and investment management simplified

Tag: wealth transfer

  • The Great Wealth Transfer, Inequality and Preparing Heirs

    The Great Wealth Transfer refers to a predicted transfer of wealth mainly from baby boomers (those born 1946-1964) to millennials and Gen Z households (HH). As younger generations are prepared to inherit this wealth we might expect significant changes in economic and social dynamics. According to the 2022 Global Wealth Report published by Credit Suisse,…

  • Do you need a will?

    An estate is all the rights, titles, or interests that a person (living or deceased) has in any property. Estate transfer is the act of conveying title to property interests from one person to another. Selecting proper estate transfer alternatives is the key to efficient and effective estate planning. At death, transfers occur either through…