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Legacy Planning: Preparing the Next Generation

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.

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