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Kiplinger
Kiplinger
Business
Brandon Summers

I'm a Financial Adviser: You've Built Your Wealth, Now Make Sure Your Family Keeps It

Building Wealth
A rolled wad of cash under a glass dome against a blue background.

The most significant wealth transfer in history, an estimated $84 trillion, is underway as Baby Boomers pass on their fortunes to their Gen X and Millennial heirs.

But most families aren't ready, and the cultural divide between generations may make it more complicated than ever to preserve that legacy.

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