Why half of wealthy families still don't have a complete wealth transfer plan: BNY – InvestmentNews

Why half of wealthy families still don’t have a complete wealth transfer plan: BNY  InvestmentNewsHow business ownership is once again becoming a family affair  Baton Rouge Business ReportBoomer Wealth Transfer Set to Favor America’s Richest Families  Bloomberg.comA historic transfer of wealth will be centered in the Bay Area. It may not look like you expect  San Francisco ChronicleBoomers Hold $93 Trillion in Assets—but Their Heirs May Get Less Than Half  Realtor.com