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Tag Archive: how can i lock in my inheritance

Inheritance Prioritization Across Generations

Inheritance Prioritization Across Generations

A study was recently released which showed evidence of differing opinions across generations on the importance of leaving behind an inheritance. According to a U.S. Trust study which surveyed 642 individuals who have at least $3 million in assets, baby boomer aged parents are less committed than those older and younger than them. This study reveals that more than two thirds of non-boomers believe that it is important to make plans to leave money in the family while just 55% of baby boomers agree that...

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