Over the next 20 years, an estimated $84 trillion will transfer from baby boomers to their heirs—marking the largest wealth shift in U.S. history. This transition, driven by 401(k)s, rising home values, and disciplined savers, will reshape the economy and widen the wealth gap. For those expecting an inheritance, now is the time to meet with a financial advisor to plan wisely, maximize tax efficiency, and set long-term goals. Whitaker-Myers Wealth Managers can help you prepare