Estate plans should guide your heirs

Estate plans should guide your heirs

by Julie Jason on Apr 17, 2019

Should you ever talk to your adult children about your estate plan?  The RBC Wealth Transfer Report 2017 found that “individuals have every intention of transferring their (financial) knowledge to the next generation. However, it turns out that many families are repeating the cycle of inadequate financial guidance, delivering too little too late.”  

For more information on wealth transfer, click here to read“Estate plans should guide your heirs.” This column highlights the need for communication with your family to ensure everyone understands your intentions. You may be gone, but you can save your loved ones additional grief by planning ahead.