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This Week in Money Watch
Inter-generational Transfers...
Transferring Wealth

by Jerry Jon Sollazo, CLU, ChFC, CFP

$25 trillion. $2 trillion. $10 trillion. $41 trillion. While estimates vary widely, experts agree we're on the cusp of an intergenerational transfer of wealth involving huge sums. As Baby Boomers well know, their parents,—the so-called “greatest generation”—are now in their eighties and even nineties and over the next decade or so, this wealth transfer will be complete.        

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