Trusts & Estates
Multigenerational Wealth Management: Getting a Legacy Up
by Bernstein Wealth Management Research Reports
Time and taxes will erode even the greatest fortunes without the right investment and inheritance plans in place. But the planning required can be complex and the choices intensely personal: How much should the senior generation keep in their estate? How much can they transfer to their descendants, or to charity? And when? In our new research study, Multigenerational Wealth Management: Getting a Legacy Up, we use quantitative analysis to take some of the financial guesswork out of the equation. The potential benefits, in peace of mind as well as in dollars and cents, can be substantial.
Learn more about effectively preserving wealth for future generations by downloading this document.
Topics
Complete the form to get your free guide
Related Resources
Loper Bright and the Demise of Chevron Deference: A Game Changer for Federal Agency Power?
On June 28, 2024, in the Loper Bright decision, the United States Supreme Court overturned the long-standing doctrine of Chevron deference. Read more now.
Learn More
WealthCounsel Quarterly, Volume 18, No. 4—Shining Some Light on the Sunset
Learn More
2024 Estate Planning Awareness Week - Free Marketing Package
Get free access to the 2024 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.
Learn More