The big wealth transfer is coming. Here’s how to make sure younger generations are ready.
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The Great Wealth Transfer is coming.
About $68 trillion in U.S. wealth is expected to change hands in the next 25 years, according to research firm Cerulli Associates.
Yet as wealthy individuals plan for how to pass on those assets, many are not discussing it with their heirs.
A recent survey from Merrill Private Wealth Management, part of Bank of America, found…
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