Skip to content
630-377-3241 455 Dunham Road, Suite 200, St. Charles, IL 60174
April 18, 2024

Financial Planning: High-Net-Worth Wealth Transfer to Heirs

The great wealth transfer is underway in America. Through 2045, Baby Boomers will pass down assets worth roughly $84 trillion to Gen Z, Millennials, and Gen X. What constitutes a high-net-worth (HNW) inheritance? In the United States, that number averages nearly $750,000 per inheritor,…

Back To Top