Fidelity® Study Finds the Great Wealth Transfer Leaves Families Poised to Build Stronger Financial Futures – If They Talk
BOSTON--(BUSINESS WIRE)--Fidelity Investments® today released data from the 2025 Family & Finance study, highlighting a powerful yet often overlooked opportunity for families to strengthen connections during the ongoing Great Wealth transfer1: open and honest conversation. While 97% of families recognize the importance of having conversations about estate planning, nearly one-half have yet to engage in the critical conversations – leaving plans unclear or vulnerable to misinterpretation. Ev ...
