Filed Under:Life Insurance, Life Planning Strategies

UBS: Affluent are avoiding inheritance discussions with kids

The survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.
The survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.

Nearly half (46 percent) of benefactors have not discussed their inheritance plans with their children, according to new research. 

UBS Wealth Management Americas (WMA) discloses this finding in its latest quarterly UBS Investor Watch report, which explores the issues around inheritance and why families avoid the topic. This eighth edition of UBS Investor Watch polled 2,882 U.S high net worth and affluent investors, the core sample of 2,474 investors having at least $250,000 in investable assets; 1,121 have at least $1 million in investable assets.

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Nichole Morford

Nichole Morford
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