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HNW Families Need Advice on Wealth Transfer
News May 08, 2025 at 02:38 PM
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What You Need To Know
- An estimated $100 trillion will pass from older to younger generations over the next two decades.
- Only 52% of givers have had conversations about values with their intended beneficiaries.
- About a tenth of givers have already begun to transfer wealth during their lifetime.
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