Intergenerational Wealth Transfer: Strategies for Modern Retirees

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This article was written by Faron Daugs for The Street, originally posted on March 26, 2025.

Wealth transfer used to be a final, selfless act that you never got to witness. You worked, you saved, and when the time came, your heirs inherited what was left. But that is changing. More retirees are choosing to give during their lifetime, seeing the impact firsthand.

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