Instilling Financial Values in Your Family
Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than $72 trillion of that will pass from older generations to their heirs, while nearly $12 trillion will be donated to charities. This shift in multigenerational wealth represents a huge opportunity for future generations. To ensure a smooth transition of wealth, it is important to consider the values you wish to impart that can help prepare…
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