In this episode, Chris McIntire looks at the Great Wealth Transfer — the trillions of dollars expected to pass from Baby Boomers to younger generations in the coming years. He covers what this shift could mean for retirement and estate planning, including common tax and estate pitfalls families run into, and why early conversations between generations matter. The episode is aimed at both those planning to pass on wealth and those who may inherit it. If you'd like to speak with Chris to build a personalized retirement plan that addresses your unique goals, please give him a call at (800) 868-1194 or visit www.McIntireRetirementServices.com