Reported 23 days ago
The Great Wealth Transfer is set to occur, with an estimated $72 trillion expected to be passed down to younger generations in the coming year. In a discussion with Fidelity Investments' Rich Compson, the focus is on the various forms this transfer can take, from savings accounts to homes. Compson emphasizes the need for financial planning and open family discussions to ensure a smooth transition of wealth for both givers and receivers.
Source: YAHOO