Money Moves
Preparing for the great wealth transfer
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.
Just 30% of people rate their financial health as very good or excellent.
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.
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Learn why Americans may not be prepared for the great wealth transfer and how they can get the financial help they need.