Estate Planning: How To Have The Conversation

Written by Barry Investment Advisors | Apr 29, 2019 7:42:27 PM

Estate planning can be a delicate subject to navigate and data shows that many Americans struggle with the process, as 70% of families experience strained relationships after a wealth transfer event. Much of this turmoil can be avoided, and the following resource from Fidelity is a great starting point as you think about estate planning and communicating your wishes to loved ones. If you have any questions about the ideas or concepts covered, please reach out to your team at Barry.