An Important Discussion to Have with Clients

Jun 1, 2017 5:39:00 PM / by Darwin Bayston, CFA posted in Estate Planning

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Reassess assets in context of current needs and objectives.

A 2016 survey found that just one in 10 wealthy individuals had given complete information about their estates to their heirs, out of fear that such disclosures would dampen their work ethic. The survey, which was conducted by Wilmington Trust and polled individuals with a net worth in excess of $20 million, also found that two-thirds of the respondents were “apprehensive about sharing inheritance details.”

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