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Category: Estate Planning

Estate Planning/Financial Services/MoneyGuide

Prepare for the Great Wealth Transfer: Start Assessing Estate Planning Readiness Today

June 15, 2022June 16, 2022 envwealthsolutions

The “Great Wealth Transfer” we’ve all read about has arrived. From 2018 through 2042, Cerulli Associates projects that nearly 45 million U.S. households will transfer $70 trillion in wealth to heirs and charity.

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