Tag

inheritance.

Money·Oct 9, 2026

Advisers say inheritances received in your 50s and 60s are fueling early retirements, not big purchases

As the Great Wealth Transfer shifts into motion, financial planners say older heirs are using windfalls to buy time, cover long-term care or pivot careers rather than acquire more stuff.

Money·Sep 26, 2026

Report Finds $54 Trillion of Coming Wealth Transfer Goes to Spouses First

A Cerulli Associates analysis shows most of the $124 trillion generational wealth shift will pass to surviving spouses before reaching Gen X and millennial heirs.

Money·Aug 26, 2026

A MarketWatch Reader Inherits a House — And the Tenants Who Live In It

An advice column question puts a spotlight on what happens when a rental property changes hands after a death.