Tag Archives: inheritance

Millions of over-55s are potentially forgoing expert help because it involves discussing their own mortality. Talking about death is rarely easy. Nevertheless, the importance of preparing for the end of life cannot be overestimated, and having a financial plan in place ensures that your family isn’t subjected to additional stress and upset at a difficult time. But while it makes obvious sense to tackle these issues sooner rather than later, new research shows that half of people over 55 have not had a conversation with their loved ones about end-of-life finances. This could make locating bank accounts, insurance, investments and personal possessions much more difficult for surviving partners, family members or Read more…