10 min
Discussing your Inheritance plans shows love and trust Money Making Sense
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- Self-Improvement
In order to avoid jealousy, hurt feelings, or not knowing what a loved one wants after they pass, it is extremely important to have a plan in place and discuss the transfer of wealth with your loved ones. That's from Lena Haas, the head of Wealth Management Advice and Solutions leader at Edward Jones. She says its important to separate your emotions from the Inheritance discussion by bringing in a third party, like a financial advisor.
You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal X (Twitter) page.
Be sure to email Heather your questions and request topics you'd like her to cover here.
In order to avoid jealousy, hurt feelings, or not knowing what a loved one wants after they pass, it is extremely important to have a plan in place and discuss the transfer of wealth with your loved ones. That's from Lena Haas, the head of Wealth Management Advice and Solutions leader at Edward Jones. She says its important to separate your emotions from the Inheritance discussion by bringing in a third party, like a financial advisor.
You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal X (Twitter) page.
Be sure to email Heather your questions and request topics you'd like her to cover here.
10 min