The shockingly low number of boomers planning to leave an inheritance

4 months ago
43

A large number of boomers don't have an inheritance to pass on. Gen X and Millennials aren't planning on leaving an inheritance either.

On the flip side many of my business clients think they will be able to sell their business to fund an inheritance/retirement, but that's not the case.

Here are the links to the articles discussed today:
https://www.prnewswire.com/news-releases/as-90-trillion-great-wealth-transfer-approaches-just-1-in-4-americans-expect-to-leave-an-inheritance-302211305.html

Learn more about how I help small businesses like yours at https://summitbusinessguides.com

#businesscoach #inheritance #exitplanning #retirement #retirementplanning

Loading comments...