Heritage Planning: The Next Frontier

Baxter, Grant; FitzGerald, James
February 2000
Journal of Financial Planning;Feb2000, Vol. 13 Issue 2, p102
Academic Journal
This article illustrates the trends affecting investors in the U.S., according to interviews conducted by MFS Investment Management with investment professionals, and commissioned demographic and investor behavior research from Roper Starch Worldwide in 1995. According to Roper Starch, most individuals are investing not only for themselves but for their extended families. Further complicating matters, it is estimated that baby boomers will inherit more than $10.4 trillion from the generation that precedes them as the population ages over the next 20 years. Heritage planning encompasses intergenerational issues such as sorting through childcare, helping an adult-age child with the down payment for his or her first home, choosing a nursing home for an elderly parent, and selecting long-term care insurance.


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