Baby boomers transfer trillions in gifts and inheritance, increasing complexity in estate planning and disputes.
Baby boomers transfer trillions in gifts and inheritance in a massive wealth shift to the next generation. The underlying principles of dividing assets remain similar, but the scale of wealth increases complexity in estate planning. This heightens the likelihood of disputes, as a child being cut out of a will may now challenge it due to the potential value of a million-dollar house.
June 08, 2024
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