Financial Advisor Magazine: "Study: Estate Planning Key To Baby Boomers
June 30, 2005
Estate planning is emerging as a key service as financial advisors prepare to compete for the wealth transfer and charitable giving needs of the baby boomer generation, according to a new report.
The report, by Tiburon Strategic Advisors, notes that consumers’ investable assets are expected to grow from about $17 trillion now to about $30 trillion in 2010.
“As baby boomers get older and wealthier, their primary goals will evolve from accumulation to preservation,” the report’s authors state."
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