How to Plan for a Potential Inheritance

Prepare for the inheritance wave! Millennials and Gen Xers are set to inherit an astonishing $84.4 trillion between 2021 and 2045, as baby boomers pass on their wealth. Surprisingly, it’s not just for the wealthy—less than half of this massive transfer is anticipated to come from high-net-worth households. Get ready to navigate the changing landscape of intergenerational wealth with insights into this unprecedented transfer of financial legacy.

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Source Article: https://www.nerdwallet.com/article/finance/how-to-plan-for-a-potential-inheritance

Our firm is not affiliated with the U.S. government or any governmental agency. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, and lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 02095540 – 12/23