Money Moves

Trillions of dollars are set to change hands at a time when Americans’ financial confidence is lacking. This lack of financial confidence spans across generations, genders, and wealth levels — meaning that both those who will pass on the wealth and those inheriting it may be unprepared.

Preparation is paramount when passing on wealth to ensure your financial wishes are honored. It’s equally important for those inheriting wealth, as a sudden financial windfall can raise questions about trusts, protection, and long-term stability. Yet, many people are not seeking financial help from the right sources. This report explores the areas where Americans could benefit from financial guidance and how working with a professional can lead to stronger self-rated financial health.