The $84 Trillion Question: Will Your Wealth Transfer Smoothly?
Over the next two decades, we are set to witness the most significant transfer of wealth in history. Baby boomers—those born before 1964—currently control an estimated $190 trillion in assets, with $84 trillion projected to pass to their heirs, according to Cerulli Associates. This historic shift will impact families, businesses, and financial markets in profound ways. The question is: Are you prepared to receive or pass down this wealth in the most efficient and protected manner? What’s Being Inherited? Much of this wealth is tied up in: Investment Accounts: Baby boomers have benefited from decades of strong market growth, with ... Read More
