“The 2026 Wealth Transfer Study surveyed more than 800 Baby Boomer parents and nearly 800 adult children (Gen X and Millennials) from families with at least $1 million in investable assets. Notably, the study finds meaningful disconnects between parents and their adult children when it comes to inheritance, family communication, estate planning, and financial preparedness. Across several measures, adult children express greater concern and less certainty about the transfer of family wealth.
(. . .)
“More than eight in 10 adult children (82%) say inheritance discussions would help them better prepare for the future, while 80% of parents believe conversations about money help younger generations make better financial decisions.”
(continued)
● “Six in 10 Adult Children Report Family Conflict Brought on by Inheritance, Wells Fargo Study Finds,” Wells Fargo, 10/20/26:
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