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More Americans Plan to Leave a Bequest; Fewer Expect to Receive One
Expert Opinion July 10, 2025 at 02:47 PM
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What You Need To Know
- Expectations for leaving an inheritance have increased year over year across all generations.
- Fifty-seven percent of respondents who expect to receive an inheritance said it is critical or highly critical to their long-term financial security.
- Three-fourths of parents said they would feel comfortable including young adult children in annual advisor meetings.
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