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.

Continue Reading for Free

Register and gain access to:

  • Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. 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.