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GOBankingRates
GOBankingRates
Nicole Spector

8 Truths Any Competent Financial Advisor Will Tell You About Legacy Planning

kate_sept2004 / iStock.com

We’re heading into the thick of the $90 trillion “Great Wealth Transfer,” which will see millions of people belonging to the Gen X, millennial and Gen Z cohorts inherit money from their boomer loved ones as they pass. As chatter around the Great Wealth Transfer gains steam, the importance of legacy planning is making headlines. But legacy planning isn’t just for boomers — it’s something anyone who wants to pass anything down to loved ones should be doing.

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