Post-Gift Priorities
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What would you do with an unexpected windfall?

Americans will inherit approximately $36 trillion between 2007 and 2061, according to a 2014 study by the Boston College Center on Wealth and Philanthropy1. Women are likely to be the major benefactors of that wealth transfer.

Americans will inherit approximately $36 trillion between 2007 and 2061, according to a 2014 study by the Boston College Center on Wealth and Philanthropy1. Women are likely to be the major benefactors of that wealth transfer.

What would you do with an unexpected tax-free lump sum of cash? That question was posted in the 2015 Regions Women and Wealth Study. Here are the top ways women said they would use a lump sum:

1Boston College, Center on Wealth and Philanthropy, A Golden Age of Philanthropy Still Beckons: National Wealth Transfer and Potential for Philanthropy, May 28, 2014.

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This information is general in nature and is provided for educational purposes only. Regions makes no representations as to the accuracy, completeness, timeliness, suitability, or validity of any information presented. Information provided and statements made by employees of Regions should not be relied on or interpreted as accounting, financial planning, investment, legal, or tax advice. Regions encourages you to consult a professional for advice applicable to your specific situation.