Read our research report on inheritance planning and communication.

  • How do you prepare your children for their inheritance without demotivating them?
  • What is the sense of stewardship responsibility among inheritors?
  • Are you communicating with your family or advisor about the impact of wealth on relationships?

Many families struggle with inheritance communications and planning, but if done carefully, can set a new generation up to be responsible stewards of both wealth and legacy.

For additional information and resources on inheritance planning, please visit


Please see important disclosures at the end of the report.

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