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    • Wealth managers explain why there is more to legacy planning than moving money

    June 17, 2026 by Gregg Greenberg

    Approximately $124 trillion in wealth will transfer from Baby Boomers and older Americans to heirs, widows, and charities by 2048, according to Cerulli Associates’ most recent report.

    Read at InvestmentNews

    Originally Posted at InvestmentNews on Jun 15, 2026 by Gregg Greenberg.

    Categories: Industry Articles
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