Bill Perkins Urges Inheritance at 28 to 33 as Trillions Shift From Boomers

3 articles · Updated · Vox.com · Aug 2

Bill Perkins says parents planning to leave money should give it while children are roughly 28 to 33, arguing inheritances have far more life impact then than at 60 or later.
Over the next 20 years, trillions of dollars are expected to pass from U.S. boomers to their children, and Perkins says timing matters more than maximizing the final dollar amount.
His "Die with Zero" philosophy pushes parents to spend or transfer wealth earlier rather than let investments compound until death, because money buys more experiences when recipients are younger.
Perkins stops short of saying everyone must leave an inheritance, but argues families already intending to do so should treat it as a gift of opportunity delivered before old age.