Why So Many Families Are Unprepared for the Great Wealth Transfer — and What You Can Do About it

Over the next 20 years or so, U.S. households are expected to pass an estimated $124 trillion in financial assets to heirs and other beneficiaries, according to Cerulli Associates , a financial services research firm. That includes some $85 trillion going to the Gen X and millennial offspring of boomer and Silent Generation parents, with many trillions more headed to surviving spouses and charity [1].

Sources

1. kiplinger.com · Why So Many Families Are Unprepared for the Great Wealth Transfer — and What You Can Do About it Sep 8, 2026

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