 According to Investopedia, more than $68 trillion is expected to change hands to next generations over the next 25 years. The latest figure, according to Forbes, is an estimated $84 trillion. The transition of an estate from experienced hands of one generation to the untrained hands of the next generation may be overwhelming.
0 Comments
|
ABOUT BLOGWelcome to our Pure Perspective blog, designed to provide insights, information, and options for you to consider whether you are beginning your financial journey, accumulating wealth and assets, or supplementing in your retirement years. Through decades of serving multiple generations, we have served as a sounding board, a guide, and advisor when critical decisions needed to be made. Archives
September 2024
Categories |
RSS Feed
Decades of Guidance. Generations Empowered.®
|
CORPORATE OFFICE
180 E. Main Street, Suite 206 Tustin, CA 92780 T. 949.329.3408 F. 949.377.3268 |
|
REGIONAL OFFICE
2911 Turtle Creek Blvd, Suite 300-11a Dallas, TX 75219 T. 949.329.3406 F. 949.377.3268 |
|
|
Proudly powered by BizGrowth Inc.