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Company: Crescendo Interactive

Planning for Wealth Transfer, Part 1

March 3, 2009 Abny Santicola

So you’ve probably heard talk here or there about “wealth transfer,” the prediction that over the next few decades, an estimated $40 trillion or so will change hands as baby boomers and their parents pass on their accumulated assets to their children. But what does it mean for your organization, and how can you prepare for it?

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