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Gen X and Millennials Set to Inherit $16 Trillion

10/12/2025

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Summary

Story summary

By 2031, Gen X and millennials are expected to inherit $16 trillion, making inheritance a major factor in U.S. financial planning.
As baby boomers age, wealth transfer may reshape behavior, with 60% of recipients planning to invest or save.
Disparities persist, as 17% of lower-income households expect an inheritance while 43% of higher-income households do.
Experts say heirs should be educated in wealth management to ensure responsible use.

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Story summary

By 2031, Gen X and millennials are expected to inherit $16 trillion, making inheritance a major factor in U.S. financial planning.
As baby boomers age, wealth transfer may reshape behavior, with 60% of recipients planning to invest or save.
Disparities persist, as 17% of lower-income households expect an inheritance while 43% of higher-income households do.
Experts say heirs should be educated in wealth management to ensure responsible use.