The Great Wealth Transfer is here: over the next 20 years, an estimated $84 trillion is set to be passed down from older relatives to their Gen X and millennial heirs. However, finances and estate plans are often difficult topics for families to discuss. Stacy Francis, Francis Financial President & CEO and CNBC Financial Advisor Council Member talks about developing an effective plan and how you can start facilitating these conversations with loved ones.
The Great Wealth Transfer is here: over the next 20 years, an estimated $84 trillion is set to be passed down from older relatives to their Gen X and millennial heirs. However, finances and estate plans are often difficult topics for families to discuss. Stacy Francis, Francis Financial President & CEO and CNBC Financial Advisor Council Member talks about developing an effective plan and how you can start facilitating these conversations with loved ones.
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