We can help you take the complex and make it simple. Our podcast hosts Mike, Valerie and Katie share need-to-know insights about finances and wealth.
Parents who plan to leave their heirs an inheritance are reluctant to discuss it with them. Why? It’s uncomfortable. A conversation could create conflict around who’s getting what. Maybe parents fear kids will become unmotivated if they know a windfall is in their future. It doesn’t have to be that way. Planning ahead and being transparent with your kids could make things easier for everyone. Download our article to get 10 tips on how to ease into the inheritance conversation.