The wealth transfer to younger generations currently underway—and projected to continue for the next 20 years or so—is estimated to top $84.4 trillion.1 This is generally described as the “Great Wealth Transfer.” Let’s focus on two perspectives on that wealth transfer—the role for wealth and philanthropic advisors in guiding the use of that wealth for philanthropy and Congress’ potential role in removing penalties and hurdles these donors face when bringing their philanthropic
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