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Kiplinger

Business

Eric W. Bond

Summer Is Made for Sun, Fun … and Estate Planning Conversations

A mom and daughter sit together outside on a bench.

A staggering $84 trillion will switch ownership from now till 2045, according to a report from Cerulli Associates. Though nearly $12 trillion of that will go to charity, the rest will be transferred directly to heirs.

Summer isn’t just a time for sunshine and travel — it’s also when families come together, making it the perfect time for conversations that matter the most.

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We Got This Covered

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Take care of your little ones!

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One subscription that gives you access to news from hundreds of sites

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