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conversations you should have with your heirs

Conversations You Should Have With Your Heirs

Building trust and opening the lines of communication with heirs are key in planning a successful wealth transfer. In this 4-minute video excerpt, Vanguard's Beth Orford, Meredith Antik, and Alisa Shin discuss the upside of your clients' having conversations with their heirs about their financial intentions. Advisors can encourage and facilitate these conversations.

Talking with heirs will help them understand their motivations behind the wealth-transfer plan, assist them in increasing their own financial acumen, and define the roles the heirs are willing to assume long before they are tasked with settling the estate. Our speakes explain different ways to approach these conversations.


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