Gen Xers and Millennials Poised to Inherit Trillions

Words wealth transfer

The phenomenon known as the great wealth transfer could shift $72.6 trillion directly to these heirs over the next two decades.  Many parents want to pass on their wealth, but also want to ensure the funds are used to make life easier and not be a crutch.  See this recent article from Market Watch for more.  As always, if you live in the Lake Norman Area (Davidson, Cornelius, Huntersville, Mooresville, etc.) please feel free to reach out to us for a free consultation to discuss your estate planning.

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