Money in motion:
Millennials are key beneficiaries
are likely to receive or have already received an inheritance from family1,2
Here's a breakdown of what is anticipated to be bequeathed.
Stocks, bonds and non-retirement securities 41%
Real estate 46%
Personal valuables 51%
Cash 71%
67%
Surviving spouses, typically women, will steward wealth to the next generation.
Millennial women are increasingly financially independent and will control a growing share of wealth.