Start with practical questions: Do they have a will or trust? Where are their account statements? Who is their estate attorney? These conversations can feel uncomfortable, but they are easier to have before a crisis. Among women who expect to inherit, 74% are not prepared to receive the assets without difficulty, and about one-third do not know where their parents’ assets are located.13 Starting the conversation now can help you avoid surprises later.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
