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

Families contemplating the leaving or receiving of an inheritance, and partners contemplating retirement after the death of one partner, still have a lot of room for improvement around communicating their intentions or securing a partner’s future.

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

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Marlene Satter

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

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