Is There an Ideal Age for Your Children to Inherit? A Retirement Planner Weighs In

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According to projections from Cerulli Associates, more than $84 trillion will be transferred through 2045. Nearly $73 trillion in assets is expected to be transferred to heirs, and around $12 trillion will be given to charities.

While determining how much gets left to whom is important, the timing of when an inheritance is received is crucial.