Скачать или смотреть The Great Wealth Transfer is Coming: What Families Should Know

Over the next two decades, trillions of dollars will change hands as baby boomers pass down homes, businesses, and investments. That’s what we mean by the ‘Great Wealth Transfer.’”

Here’s what I think you need to know to make the most of this seismic shift:

🏡 Housing - As older generations downsize or move into care, more homes are coming onto the market. For some families, this can mean opportunities—for others, tough decisions about keeping, selling, or renting property.

🏬 Businesses - Thriving businesses are hitting the market as their original owners retire. You may not have pictured yourself running a vending machine business, but if you could make $400-800 a month, filling machines up 1x a week, would you reconsider?

💬 Conversations - The smoothest transitions usually happen when families sit down early and talk about what they hope will happen with a home, a business, or investments. Having those conversations ahead of time keeps expectations clear and helps an inheritance feel like a gift, not a source of tension.

#TuesdayTips #WealthTransfer #FamilyFinance #LegacyPlanning #FYP