Great Wealth Transfer

Estimated read time: ~5 minutes There is a phrase being used more and more in financial circles: the Great Wealth Transfer. It sounds orderly. Almost automatic. One generation built the wealth. The next generation receives it. Homes, retirement accounts, life insurance, savings, investments, family businesses, and personal property move from parents to children, and the family becomes stronger because of it. But wealth does not transfer well simply because it exists. A recent … [Read more...] about The Great Wealth Transfer Can Still Become a Family Mistake