“An estimated $124 trillion in wealth is expected to change hands in the United States through 2048, according to research firm Cerulli Associates, as older generations prepare to pass assets to heirs and charitable causes. But as wealth changes hands, the circumstances shaping estate planning are changing, too.
“ ‘A plan from ten years ago was written for a different life,’ said Justin Stevens, CFP, president of O’Keefe Stevens Advisory.
“Strong financial markets, longer life expectancies and increasingly complex family structures are prompting individuals and families to reconsider how they protect their assets and prepare for the future, Stevens said.”
(continued)
● “Estate planning shifts as $124 trillion in US wealth transfers through 2048,” Rochester Business Journal, 10/28/26:
ARTICLE LINK: https://rbj.net/2026/10/28/estate-planning-shifts-us-wealth-transfers-2048/
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