Episode 37: Not Your Grandfather’s Inheritance… It’s Coming, Is Your Family Ready?

The biggest wave of multigeneration wealth transfer is here and it's unstoppable. Is your family ready? The Wealth on Purpose team discusses a few realities that are likely coming your way and how they can change the lives of your spouse, children and grandchildren.

Key Topics:

$124 trillion will change hands by 2048, the largest wealth transfer in history

Wealth often goes sideways to a surviving spouse before reaching the kids

Survivors face lower income but higher taxes and Medicare premiums after a death

Roth conversions and survivor planning only work while both spouses are alive

Women are projected to inherit the majority of transferred wealth ahead

70% of widowed women switch financial advisors within a year of loss

Giving while living lets families pass on wealth and support loved ones sooner

Most Americans don't feel confident managing a financial windfall

Complex estates don't protect families from mistakes, having a real plan does

Planning for the surviving spouse matters as much as planning for the kids

Connect with us: 

Brian Diffily

Brian Hartmann, CFP®

Visit our website:

Granite Bridge Wealth