Six Dimensions of Wealth: Leaving the Fullest Value of Your Wealth to Your Heirs
- Family Business 'Flu.' Hutcheson, James Olan // Financial Planning;Apr2001, Vol. 31 Issue 4, p159
Cites the disadvantages of wealth that financial planners must help clients address. Details on affluenza, a dysfunction associated with having large amounts of inherited money or stock; Signs of affluenza; Importance of dealing with the problem early.
- Healthy finances. Fletcher, Chrissy // New Zealand Doctor;3/22/2006, p31
Presents news briefs on personal finance in New Zealand, as of March 22, 2006. Role of inheritances in funding retirement needs; Survey on the way parents spend their accumulated wealth; Factors attributed to the decline in wealth that will be translated into inheritances for future generations.
- Inheriting THE windfall. Karp, Gregory // Better Homes & Gardens;May2006, Vol. 84 Issue 5, p146
The article offers advice on how to manage funds from an inheritance or divorce settlement. The article points out the golden rule when dealing with an inheritance which is to give oneself time to think. It cautions against putting the money in volatile investments such as stocks and stock...
- Passing On The Wealth. // Black Enterprise;Jun2014, Vol. 44 Issue 10, p50
The article discusses how one's personal wealth can be passed on to future generations. Topics covered include the importance of preparing wills, power of attorney as well as medical directives to responsible estate planning. Also mentioned is the need for parents to select guardians who will...
- Wealth Accumulation by Age Cohort in the U.S., 1962-1992: The Role of Savings, Capital Gains and Intergenerational Transfers. Wolff, Edward N. // Geneva Papers on Risk & Insurance - Issues & Practice;Jan1999, Vol. 24 Issue 1, p27
A simulation model is developed to account for observed changes in mean household wealth both overall and by age cohort over the 1962-92 period in the U.S. There are three major findings. First, capital gains are the major factor explaining overall wealth changes and account for three-fourths of...
- Passing It On: Will Older Americans Show Their Children the Money? Opiela, Nancy // Journal of Financial Planning;Aug2000, Vol. 13 Issue 8, p74
Focuses on the debate over the transfer of wealth from parents to children. Trends emerging in the field of inheritance; Importance for clients to teach their children about stewardship, philanthropy and the value of work; Various comments on the matter.
- Windfall from a loved one can be both rewarding and complicated. LUND, MARK // Enterprise/Salt Lake City;8/26/2013, Vol. 43 Issue 2, p13
The author discusses the burdens and rewards of inheriting wealth from a family member.
- Age, Wealth Inequality and Life-Cycle Modelling. Davies, James B. // Geneva Papers on Risk & Insurance - Issues & Practice;Jan1999, Vol. 24 Issue 1, p64
Presents a study which explored alternative possible explanations for the U-shaped age profile of wealth inequality. Empirical evidence on the age profile of wealth inequality; Predictions of the life-cycle model with uncertain earnings; Variations on the life cycle model; Conclusion.
- The New Rich Are Different. Hamilton, Joan O'C. // Town & Country;Aug2000, Vol. 154 Issue 5243, p68
Presents information on the Sudden Wealth Syndrome, an issue for surprise inheritors and lottery winners.