The communication struggles that baby boomers and those in their parents’ generation thought they had overcome in the decades since the 1970s have resurfaced. This time the gap is around the transfer of 25 trillion U.S. dollars in wealth to be handed down by the elder generation to their heirs, 7.2 trillion dollars of which will go to the boomers*. A new landmark survey found evidence of a huge generational gap on views of inheritance and legacy. The missing communications or the ‘Legacy Gaps’ between U.S. boomers (adults aged 40-59) and the elder generation (adults aged 65 and over) are among the key findings in The Allianz American Legacies Study, which reveals: – Elders (22 percent) are seven times more likely than boomers (3 percent) to believe they owe their children an inheritance. – The majority of the nation’s baby boomers (68 percent) and those surveyed from their parents’ generation (71 percent) say they feel highly confident discussing key elements of inheritance and legacy planning issues, yet only around one third (29 percent) of baby boomers and elders (31 percent) have actually done so with their own families. – Non-financial leave-behinds – like ethics, morality, faith and religion – are
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