The intergenerational wealth transfer has begun, and baby boomers are poised to pass on over $68 trillion. Given the upcoming tax changes, we encourage our clients to carefully consider what implications this may have on their planning.
To navigate this transition successfully, transparent communication and strategic planning are crucial. Failing to address these aspects could lead to significant issues in passing down wealth and aligning values across generations. For expert guidance in estate planning and ensuring a smooth transfer of wealth, contact us.
