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The Hidden Factor That Can Derail Your Legacy

Wealthy families often take every precaution in preserving their legacies for future generations, with carefully constructed estate plans, wills and trusts. But they often overlook something that can undermine all these plans, and it isn’t investment returns or poor estate planning: It’s family dynamics. Studies have shown that the main reasons wealth fails to transition successfully across generations have little to do with making sound financial decisions – and much more to do with how the family interacts with each other.

Estate Planning
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How to Talk With Your Family About Wealth

For a variety of reasons, Americans tend to be reluctant to discuss the specifics of their wealth – especially with adult children. Maybe these kinds of conversations remind us that we won’t always be self-sufficient, and one day might need to rely on younger family members for care. Maybe it’s a fear these discussions could damage family relationships when the topic turns to how and which assets are passed on, or that the prospect of future wealth could disincentivize future generations. Whatever the reason, these conversations are critical if you want to minimize confusion and hurt feelings, ensure your loved ones are cared for and pass on a legacy.

Estate Planning