The Great Wealth Transfer

From Arizona’s Family On Your Side 2026-11-09 · 26:56

Show by Arizona's Family (3TV & CBS 5)

We’re on the edge of a major transfer of wealth. According to LendingTree, homeowners 65 and older could transfer $17.2 trillion between 2026 and 2045, and 33% of Americans younger than 65 expect to receive an inheritance or financial gift. Today, we’re talking with Stewart Willis, the president of Asset Preservation Wealth and Tax about how that money should factor into financial planning.

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