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Kiplinger
Kiplinger
Business
Mark Kenney, CFP®, CTS™

Gen X Should Prepare Now for the Great Wealth Transfer

A son puts his hand on his father's shoulder as they have a discussion.

The truth about generational wealth transfer planning is that it’s just as much of a family matter as it is a financial one.

At 18 years old, I packed up my life in Wrentham, Mass., and headed to Ireland to earn my degree at the National University of Ireland, Galway. Coming from a family of Irish immigrants, I expected to connect with my roots and maybe even discover a long-lost relative. I grew to love the place, so I stayed in Ireland after I graduated. I worked there for many years and met my wife there as well. Now, we’re back in Massachusetts and have been married for 10 years with two children, Jack and Saoirse.

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