Company News

Forward Inheritance Launches to Help Families Navigate the Growing Complexity of Inheritance and Legacy Planning

Forward Inheritance today announced its launch with a mission to help families better prepare for inheritance and legacy decisions at a time when generational wealth transfer is accelerating and family dynamics are becoming increasingly complex. The United States is currently undergoing the largest transfer of wealth in history, with an estimated $84 trillion expected to pass from older generations to younger ones over the next two decades, according to industry research. Despite the scale of this shift, many families remain unprepared for the emotional, financial, and logistical realities that accompany inheritance. Forward Inheritance was created to address this gap.