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Kiplinger
Kiplinger
Business
John Vandergriff

I'm a Wealth Planner: These 3 Steps Can See You and Your Heirs Through a Wealth Transfer

An older woman leads younger family members on a hike at sunset.

The Baby Boomer generation is currently the largest holder of assets — but not for long.

There's about to be a period in which the largest wealth transfer in history takes place, called the Great Wealth Transfer.

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