Beyond the Balance Sheet: Why the "Great Wealth Transfer" Requires More Than Just Legal Paperwork

Over the next two decades, the United States is poised to witness an unprecedented demographic shift. An estimated $124 trillion will transition from the hands of the Silent Generation and Baby Boomers to their heirs and successors. This seismic movement of capital, widely dubbed the "Great Wealth Transfer," represents the largest intergenerational handover in American…

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