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Wealth Transfer Guide
Make Financial Planning a Family Matter
Key Findings
$90
Trillion in assets will be transferred between generations over the next 20 years.
(Knight Frank's 2024 Wealth Report)
72%
of Americans lack the financial confidence to manage a large influx of money independently.
(Citizens)
33%
of adults in the United States have created estate planning documents.
(LegalZoom)
52%
of people don't know where their parents store estate planning documents.
(Cambridge Trust)
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