Baby boomers are set to pass along more than $68 trillion to their children in what’s being referred to as the “Great Wealth Transfer.” It will be the greatest generational wealth transfer in history, from a generation that has accumulated a greater percentage of wealth than any other generation ever has.
Sadly, family assets are lost from one generation to the next approximately 70% of the time, according to some estimates. “A lot of people don’t know to distinguish between general…
