Affluent Investing
Half Plan to Transfer Wealth During Lifetime Half Plan to Transfer Wealth During Lifetime |
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Slightly more than half of affluent individuals intend to transfer at least some of their assets while they still are alive.
Some 44% of those surveyed by Spectrem Group plan to transfer a portion of their wealth during their lifetime, and another 9% want to transfer it all before they die. These individuals say they want to be able to see the benefits of their bequests. The survey further shows millionaires are more inclined than the less wealthy to transfer their assets while they are alive (61% vs. 46%). Discuss this article on the forums. (0 posts)
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