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Looking forward to the great wealth transfer? Expect an $84 trillion mess instead.
Day Pitney Trusts and Estates Partner Tasha Dickinson was recently featured in the MarketWatch article, “Looking forward to the great wealth transfer? Expect an $84 trillion mess instead,” where she shared her perspective on the challenges of inadequate estate planning and the importance of taking proactive steps to ensure smooth wealth transfers.
Commenting on the shifting dynamics of wealth distribution, Tasha noted, “The real wealth transfer is happening at the higher income levels. It’s happening in real time and will continue to happen. That’s why it’s important for people to do estate planning.”