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premium content Advisers brace for largest transfer of wealth in history

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PHOTO COURTESY OF CHRISTA NEU/LEHIGH UNIVERSITY COMMUNICATIONS AND PUBLIC AFFAIRS/
University Center on the Southside Bethlehem campus of Lehigh University. Payments made directly to colleges for another person’s tuition are tax exempt.
PHOTO COURTESY OF CHRISTA NEU/LEHIGH UNIVERSITY COMMUNICATIONS AND PUBLIC AFFAIRS/ University Center on the Southside Bethlehem campus of Lehigh University. Payments made directly to colleges for another person’s tuition are tax exempt.

According to the consulting firm Accenture, the U.S. will see the largest transfer of wealth in its history over the next 30 years. Baby boomers will pass on their estates to heirs, and about $30 trillion will be transferred.

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