0

$30 trillion is about to change hands in the US

about to change hands in the U.S. $30 trillion to be exact.

Baby boomers are the wealthiest generation in American history and they’re about to pass down those riches over the next few decades. It’s the so-called great wealth transfer. But that exchange might not be as large as you had hoped if you don’t take the right estate-planning steps.

Ensure there's still some wealth to pass down