Because the child boomers ease into previous age, we're (cease me in the event you've heard this one earlier than) standing on the precipice of what ought to be the best period of wealth switch this nation has ever seen.
Many shopper are conscious of this potential, and since life expectations are continually growing, some have had fairly a little bit of time to attend make plans about what they're going to do when their inheritance in the end comes.
Nonetheless, shoppers usually overestimate each how a lot they will get and the way far they'll stretch that quantity. Advisors ought to pay attention to these risks and actively work to dispel any pie-in-the-sky expectations their shoppers could have.
Listed below are some charts that advisors could discover helpful in hammering this essential level residence.
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