The Largest Wealth Transfer in History—What It Means for Your Finances and Savings

There are certain tax rules to keep in mind regarding transfers of wealth. They will impact how much beneficiaries receive and influence the inheritance strategies families implement."Millennials and Gen X will inherit the largest share of that, with Gen Z following after," he said. "These generations think about money differently than baby boomers did; more emphasis on flexibility, experiences, and in some cases, sustainability, and that will shape how this wealth transfer plays out in the economy."Kautzma ...