Are Your Heirs Prepared? Your A-Z Moneywise Family Resource
30 Trillion Dollars! That staggering amount is what studies predict will be transferring from Baby Boomers to heirs in the coming years. Yet nearly 70% of wealth transference plans fail, with the vast majority of failures attributable to poor family communication and heir preparation. This begs the question “How can parents better prepare heirs to be successful stewards of a family's savings?"