multi generational family thanksgivnig Communication about finances between family, spousesstill is a problem for retirement planning. (Photo:Shutterstock)

Families contemplating the leaving or receiving of an inheritance, and partners contemplatingretirement after the death of one partner, still have a lot of roomfor improvement around communicating their intentions or securing apartner's future.

So says a Hearts & Wallets study,which highlights the fact that while people leaving an inheritancemight want to talk about it more than they have already, beneficiaries can be reluctant to raise thetopic for fear of seeming greedy—although they'd like to know moreabout what lies ahead.

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

  • Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and events
  • Access to other award-winning ALM websites including and

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Marlene Satter

Marlene Y. Satter has worked in and written about the financial industry for decades.