- The Number Of Americans Planning To Leave An Inheritance Goes Up As The Number Expecting To Receive One Goes Down
As $90 trillion Great Wealth Transfer approaches, nearly one-third of U.S. adults plan to leave a financial gift (up from one-fourth last year), while only one-fifth expect to receive one (down from 25% in 2024)
As a $90 trillion Great Wealth Transfer looms, more Americans say they are preparing to leave a financial legacy, yet fewer expect to receive one themselves.
read more - Those With A Financial Plan Feel More Confident, Satisfied And Less Financially Worried
Early & consistent financial planning key to maximize financial choices and opportunities
Morgan Stanley Wealth Management has unveiled the results of research on financial planning, underscoring the pivotal role a professional financial plan plays not just in achieving financial long-term goals, but also confidence and wellbeing amid market uncertainty.
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