Real Estate, long central to US wealth, is becoming central to wealth transfer as $124T moves between generations over the next two decades.
Families receiving inherited wealth face immediate, high-stakes housing decisions, yet many are not prepared for the choices tied to inherited property.
A discussion examined what heirs actually do with inherited property versus what future heirs think they will do, and where that process breaks down.
Inherited property is becoming a more common driver of housing transactions than many housing professionals realize, with implications for agents, lenders, and title professionals.
Younger clients appear more open to estate planning guidance from housing professionals than conventional wisdom suggests, especially around the home-buying moment.
The closing table was described as one of the most underutilized moments in the client relationship for starting estate planning conversations.