How to plan for a potential inheritance

According to Cerulli Associates, a Boston-based research and consulting firm, $84.4 trillion in wealth will be transferred between 2021 and 2045, primarily from baby boomer households to younger generations.

Related Keywords

New Albany ,Ohio ,United States ,Boston ,Massachusetts ,New Jersey ,East Hanover ,Gen Xers ,Isabel Barrow ,Walter Russell ,Mitch Mitchell ,Leo Chubinishvili ,Laurie Smith ,Chayce Horton ,Cerulli Associates ,Edelman Financial Engines ,Access Wealth ,