The Great Wealth Transfer

The Great Wealth Transfer refers to the trillions of dollars that will pass to younger generations as Baby Boomers die and leave inheritances to their kids and grandkids over the next 20 years. Experts disagree on how much money this will be…some say $40 trillion will change hands; others say closer to $100 trillion. But no matter how you slice it, it’s a lot of money. Let’s discuss how people should be planning accordingly…

 

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