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Inheritance news
Archived — this story has rotated out of today’s deck. It is kept here in full.
The gist
Heirs inherit about $2.5 trillion annually, projected to exceed $4 trillion by 2036.
Most families avoid inheritance talks, risking unprepared heirs and missed planning.
Background
A massive transfer of wealth is underway as Baby Boomers pass assets to heirs. Cerulli Associates estimates heirs currently inherit about $2.5 trillion annually, rising to over $4 trillion by 2036. However, many families fail to discuss inheritance, with Fidelity finding 68% of parents haven't discussed what children may inherit.
How it unfolded
- Sep 2, 2026KERA News reports on the wealth transfer, noting women will control a significant share.
- Sep 4, 2026InvestmentNews highlights Cerulli estimates and LendingTree projection of $17.2 trillion in home equity passed down from 2026-2045.
- Sep 5, 2026NewsNation reports many Americans count on inheritance for retirement.
- Sep 6, 2026Multiple outlets cover inheritance tax strategies and a Charleston estate dispute.
- Sep 7, 2026Wall St. 24/7 details state inheritance taxes, with Pennsylvania taxing from the first dollar.
Who’s saying what
- Analysts
- Cerulli Associates projects inheritance amounts to grow to over $4 trillion annually by 2036.
- Caution
- Fidelity study shows 68% of parents haven't discussed inheritance with children, indicating widespread silence.