Trillions of dollars are about to change hands. Between now and 2045, an estimated $84 trillion will be transferred from one generation to the next — the largest wealth movement in U.S. history. In this episode of the Legacy Life Podcast, we unpack what the Great Wealth Transfer really means for families, legacies, and future generations.
You’ll learn:
• Why $16 trillion is expected to go to charities and nonprofits
• How family dynamics, later marriages, and delayed homeownership shape the transfer
• Why 70% of families lose their wealth by the 2nd generation (and 90% by the 3rd)
• How poor communication and lack of preparation can divide families
• Practical steps: family meetings, legacy letters, liquidity planning, and revisiting estate documents before 2026 tax changes
Whether your estate is modest or substantial, your family is part of this historic transfer. The question is: What story will your wealth tell?
📅 Schedule your free consultation today: https://calendly.com/ryan-1111legacy/30min
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