As a $72 trillion ‘great wealth transfer’ is set to begin, here are 4 estate-planning rules to follow – MarketWatch

1 year ago

As a $72 trillion ‘great wealth transfer’ is set to begin, here are 4 estate-planning rules to follow MarketWatch
Millennials are set to become the richest generation on record thanks to the $84 trillion Great Wealth Transfer from their baby boomer parents and grandparents Fortune
Will the Great Wealth Transfer increase inequality? Morning Brew
Multi-Generational Wealth Transfer: The Financial Records You Need for a Smooth Transition Yahoo Finance
The Generational Wealth Transfer and Its Impact on Tech Investment Strategies Middle Market Growth

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