Older women set to inherit most of $54 trillion in ‘great wealth transfer’ to widowed spouses

Most spousal transfers of assets at death are expected to flow to women because females have longer life expectancies, prompting advisers to prepare for a larger cohort of female inheritors. Financial advisers should adapt estate-planning, communication and service strategies to address the needs and preferences of women who will increasingly control inherited assets.

Analysis

Most spousal transfers of assets at death are expected to flow to women because females have longer life expectancies, prompting advisers to prepare for a larger cohort of female inheritors. Financial advisers should adapt estate-planning, communication and service strategies to address the needs and preferences of women who will increasingly control inherited assets.