Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Thursday, November 17, 2005
Boomers: wealth-management prospects or just "skiers'" kids?
Yeah, Boomers are going to inherit all those trillions. Then again, maybe those trillions are sliding down a slippery slope.
There's a new catchphrase in London: Are you a skier? And it has nothing to do with winter sports. It's a quasi-acronym for Are You Spending the Kids' Inheritance?
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