Dead or alive: When is the right time to transfer wealth?

Elaine Crook - Jul 30, 2019
The challenge for many high-net-worth individuals isn’t making their money last, but knowing when to pass it on to their children.

The challenge for many high-net-worth individuals isn’t making their money last, but knowing when to pass it on to their children.

Approximately $30-trillion in assets will be shifting from one generation to the next across North American in the next few decades, according to consulting firm Accenture.

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