Tough wealth conversations shouldn’t be delayed

Tough wealth conversations shouldn’t be delayed

By Diana Henke
Senior Vice President & Senior Relationship Manager, Wealth Management & Advisory Services

Post originally appeared in the Spokane Journal of Business

Discussing finances with family members may not be anyone’s favorite conversation, but it’s a topic that can’t be ignored. Delaying or simply not having conversations about the transfer of wealth might leave families unprepared and in a dramatically weaker financial position.

It doesn’t help that discussions about wealth are often considered inappropriate, especially among older generations….

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About The Author

Washington Trust Bank.