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Home→Great Wealth Transfer

Great Wealth Transfer

Learn about the great wealth transfer and how families can prepare their estate plans for the largest intergenerational wealth shift in history.

What is the great wealth transfer and when will it happen?

The great wealth transfer refers to the anticipated transfer of approximately $68 trillion from baby boomers to younger generations over the next two decades. This historic wealth shift is already underway and represents the largest intergenerational transfer of assets in history. Families can explore estate planning tools like trusts to help facilitate smooth transitions and preserve wealth across generations.

Gen Z’s Inheritance Hopes vs. Boomer Reality Check

Gen Z’s Inheritance Hopes vs. Boomer Reality Check

Gen Z anticipates a $124 trillion inheritance, but boomers may not leave anything behind. What does this mean for your financial future?
News
SimplyTrustSimplyTrust EditorialSeptember 26, 2025
What Is the Great Wealth Transfer?

What Is the Great Wealth Transfer?

Explore the Great Wealth Transfer: a monumental shift in wealth reshaping financial futures for Baby Boomers and younger generations.
Financial Planning
SimplyTrustSimplyTrust EditorialMay 6, 2025
Navigating Tax Implications in the Era of Great Wealth Transfer

Navigating Tax Implications in the Era of Great Wealth Transfer

Uncover the tax implications of the impending Great Wealth Transfer. Understand the potential impact on you and how to prepare for it.
News
SimplyTrustSimplyTrust EditorialDecember 12, 2024