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.
