Order Report - Wealth Transfer: Business-building Strategies as More Families Engage With Inheritances and Trusts
- Today, nearly two thirds of U.S. households are involved in intergenerational wealth transfer or expect to be. The biggest increase in involvement is expecting to leave an inheritance.
- One in 4 households has funded accounts registered to trusts.
- Receiving an inheritance, whether nice to have or life changing, impacts recipient wants, needs, behaviors and attitudes.
- Wealth transfer in the next 20 years is estimated to be $17.5T. 49.4M households expect to bequest assets, up from 34.4M in 2015. Most have no experience and want to talk about it.
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