Retirees' Inheritance Secrets: Why Most Don't Tell Their Adult Children
Автор: Explore Share Inspire
Загружено: 2025-11-26
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Are you a retiree planning your estate? Or an adult child wondering about your inheritance? This video explores the reasons why most retirees keep their inheritance plans a secret from their children. Discover the potential pitfalls of this approach and what financial advisors recommend to navigate these sensitive conversations.
Many older Americans avoid discussing inheritances with their adult children, often due to concerns about demotivating them or causing conflict. However, this can lead to bigger problems down the line. Financial advisors suggest sharing at least a broad overview of estate plans, including how assets will be divided and key planning information. Learn about the 'great wealth transfer' and why it's crucial to have these conversations, especially when it comes to uneven inheritances.
Get expert insights on when and what to share, and how to handle these discussions with sensitivity and clarity.
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