Preparing the next generation involves more than simply passing along assets. You also hope to pass along your beliefs and values, whether in family or business. According to a study by the Planned Giving Design Center (PGDC), in the coming years, nearly $41 trillion of wealth will transfer from Baby Boomers to Gen Y. This staggering figure puts a spotlight on preparing the next generation. CREATIVE’s expertise with legacy planning can help facilitate the generational conversations that need to happen to ensure a smooth transfer of wealth.
