According to The Cerulli Report, the vast majority of wealth transferred will come from individuals classified as high-net-worth or ultra-high-net-worth, and just 2% of all U.S. households fall within these categories, yet they will provide 50% of all assets passed on.
When $105 trillion is transferred, most of it will first go intra-generationally to spouses, with approximately 54 trillion expected to pass to husbands or wives before moving to the next generation.
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