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Wealth Planning

OCTOBER 25, 2020

BMO Wealth Insights - Wealth Connects the Generations

Over the next 30 years, it’s estimated that over $30 trillion in financial and non-financial assets in North America will change hands.1 Wealth will change hands – and it’s not just a change in ownership but also a change in the way transferred wealth is received and used by future generations. Successful transfers of wealth will require families to communicate and plan together to prepare heirs for their future inheritance.

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Topics:

succession planning

transition planning

Full article available through download

20201026_Wealth_conn_gen.pdf

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