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Six questions to ask your adult kids before writing a will

Not everybody has the financial literacy and emotional intelligence to handle a significant inheritance.

Nina Hendy

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Wealth management firm JB Were estimates that $4.9 trillion will pass from Baby Boomers and their parents to the next generations by 2034.

Studies have shown that some of the most common reasons that inheritance processes fail include a lack of communication and trust within the family and a failure to prepare inheritors.

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    Original URL: https://www.afr.com/wealth/personal-finance/six-questions-to-ask-your-adult-kids-before-writing-a-will-20240711-p5jsv7