The greatest transfer of wealth will occur over the next five to ten years as the Baby Boomer Generation retires and passes away. In fact, according to many sources, this transition will dwarf any prior wealth transfers between generations. This transfer gives Gen X, those anticipated to inherit the majority of this wealth, a great opportunity to open the lines of communication with their families to plan for the shift that has already started. Read on to learn more.
Estate Planning Attorney at The Mendel Law Firm, L.P.
Emily grew up in East Texas and moved to the “Big City” of Houston as soon as she could.In her free time, Emily loves going on adventures with her husband. Emily also enjoys spending time with her family, pets, & friends, volunteering, and attending concerts.
Latest posts by Emily J. Wyatt (see all)
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