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New US Trust Study on Wealth and Worth

New study shows that wealthy boomers are looking for legacy planning that goes beyond financial strategies for wealth transfer to heirs. Boomers want to live their legacy, get involved in volunteering after they retire, or start a socially beneficial busienss, and are concerned about the effect of an inheritance on unprepared heirs. None of this is news, nor is it news that these legacy planning needs are still largely unmet. Advisor education remains technical. In fact is often difficult or impossible to get humanistic training approved for professional continuing education for financial, tax, and legal advisors. It is considered too soft and fluffy. One of the courses I teach, GS 839: Planning for Impact in the Context of Family Wealth, is devoted to topics of interest to the wealthy, as found in this survey. 

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