According to a study by Boston College, an estimated $41 trillion will transfer from the World War II and Baby Boomer generations to heirs by the year 2052, making it the largest transfer of wealth in America’s history.
So how will you keep track of your family’s legacy?
Authors Philip Giroux and Sally Lamb provide the answer in Cash Under the Mattress, an in-depth estate inventory handbook that allows users to map out their own legacy. Having both faced the sudden loss of their parents, Giroux and Lamb understand firsthand the importance of eliminating the second-guessing, confusion and anxiety that comes with the loss of a loved one and allocation of assets.
Cash Under the Mattress is a short, simple and user-friendly handbook that makes planning effortless. Offering in-depth checklists to “fill in the blank” of one’s life, the guidebook is designed to minimize and, in most cases, eliminate unanswered questions, unknown wishes and possible conflicts between potential beneficiaries.
“We both know what it’s like to be unprepared when a loved one passes, so we wanted to help others avoid what we faced,” says Lamb. “The loss of someone you love is never easy, but there are steps and preventative measures you can take to smooth the path before you.”
