Inheritance planning: How to start the conversation

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Inheritance planning is a crucial but often overlooked aspect of financial management, with many people feeling uncomfortable discussing it. Edward Jones Principal and Head of Wealth Management Advice & Solutions, Lena Haas, joins Wealth! to share insights on having the important conversation about inheritance with loved ones. Haas points out that while over 50% of Americans will receive some form of inheritance, "the conversations are really not happening across family members." Acknowledging high emotions associated with these discussions, Haas emphasizes the importance of a thoughtful approach. She advises against having the talk unexpectedly or in casual settings like the Thanksgiving dinner table. Instead, Haas recommends a more structured approach: "It's really important to prepare everybody in the conversation - this is what we're going to talk about, this is why, and how do we invite the right family members." #youtube #news #stockmarket About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.c

Published 2024-09-06 · Watch on YouTube ↗
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