Emerging Issues: Philanthropy: Research Shows that Families Need to Talk More About the Legacy of Values as part of their Estate Planning

This Emerging Issues Blog is from the Council on Foundations

Emerging Issues: Philanthropy: Research Shows that Families Need to Talk More About the Legacy of Values as part of their Estate Planning: "Friday, August 12, 2005
Research Shows that Families Need to Talk More About the Legacy of Values as part of their Estate Planning
The convergence of several dynamic forces – the anticipated and said to be huge (estimates range from $25 to $41 Trillion) intergenerational wealth transfer, the increasing longevity of many Americans, our complex and extended family structures – and their implications over the next few decades caused the German insurance and financial services firm Allianz Group to conduct a nationwide online and telephone survey into the inter-generational views concerning “inheritance” and “legacy” between Baby Boomers (adults aged 40-59) "