Pittsburgh, PA - Fragasso Financial Advisors has released the Fall/Winter issue of The Advisor Interactive Magazine, focusing on one of the most significant financial events of this time: the Great Wealth Transfer. While often described as a future phenomenon, Fragasso emphasizes that this unprecedented shift in assets is already happening and accelerating rapidly.

As 2025 concludes and individuals prepare for the holiday season, a time when families gather and reflect, the firm underscores that this moment of connection is also an ideal time to discuss legacy, financial preparedness, and long-term planning. According to the firm’s opening letter, the Great Wealth Transfer is no longer theoretical. It is actively shaping financial futures across multiple generations.

The numbers highlight the urgency of awareness and preparation. In 2025 alone, an estimated $2.5 trillion is being transferred from older generations to their heirs, spouses, and philanthropic causes. By 2036, that figure is projected to exceed $5 trillion annually. Longer-term estimates are even more striking: a Cerulli Associates study forecasts that, in the United States, the total value of transferred wealth will reach $124 trillion by 2048. Of that amount, approximately $105 trillion is expected to go directly to heirs, with another $18 trillion directed to charities.

Fragasso stresses that these assets represent far more than dollar amounts. They reflect decades of commitment, years spent building businesses, saving diligently, investing consistently, and planning intentionally. As such, they form the foundation of personal and family legacies. Ensuring these resources are passed on effectively requires education, thoughtful strategy, and ongoing engagement.

The new issue of The Advisor financial magazine seeks to equip readers with the information needed to navigate this evolving landscape. The publication includes a series of accessible, practical articles addressing essential components of modern wealth transfer planning. Featured articles include:

• Preparing the Next Generation to Receive Their Inheritance
  A look at how families can approach financial education, set expectations, and help heirs develop responsible money habits before wealth is transferred.
• Tax-Friendly Wealth Transfer Strategies
  An overview of tools and techniques that may help reduce tax burdens, maximize financial efficiency, and ensure more wealth reaches intended recipients.
• Building Generational Wealth Through Philanthropy
  Insight into how charitable giving can serve both personal values and long-term financial objectives, strengthening legacy while supporting meaningful causes.
• From Gift to Legacy: Maximizing Your Inheritance
  Guidance for beneficiaries on how to make informed decisions when receiving assets, turning a financial gift into a lasting, structured plan for their own future.

Fragasso Financial Advisors’ Fall/Winter issue of The Advisor highlights the importance of proactive planning during this historic wealth transition. As the firm notes, the Great Wealth Transfer is not merely a financial occurrence; it is a defining moment for families, communities, and future generations.

To read or download the full Fall/Winter issue of The Advisor, visit their magazine resource page: https://www.fragassoadvisors.com/resourcetype/magazine-download/

https://www.kiplinger.com/retirement/actions-to-protect-wealth-transfer-amid-tax-uncertainty

https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048

Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.

About Fragasso Financial Advisors, Inc.

Fragasso Financial Advisors, Inc. operates as an independent, primarily fee-based, employee-owned financial advisory establishment. Since its inception in 1972, the firm has been providing personalized financial planning and investment management services to individuals, non-profit organizations, and businesses. With a focus on long-term relationships and a commitment to providing an exceptional client experience, Fragasso Financial Advisors is a fiduciary, acting in their clients’ best interests with every decision.

Media Contact

Name
Fragasso Financial Advisors
Contact name
Marsha Posset
Contact phone
412-227-3206
Contact address
3402 Washington Road, Suite 301
City
McMurray
State
PA
Zip
15317
Country
United States
Url
https://www.fragassoadvisors.com/