News

The Children of Baby Boomers Are Going to Inherit $93 Trillion. What Will They Do With What’s Left After Taxes?

July 23, 2026/

It will be the greatest transfer of wealth in history.

 

More money than Gen X and millennials combined.

 

Full Story

 

The Great Wealth Transfer: How to Move Wealth Without Losing Your Family

Wealth transfer strategies for families must account for both stages: the near-term spouse-to-spouse transition and the longer-term generational transfer that follows. Families who plan for only one stage often discover gaps when the other arrives.


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