Tag: wealth transfers

Group of older friends sitting on a couch looking at a tablet

This blog post reports on the results of a survey that asked participants whether or not they have a will and why.  Next week’s post will present the results of an experiment, for those without a will, to determine whether combining will-writing with the mortgage process – NOT a really good idea – would encourag…

Family celebrating grandmother's birthday

Writing a will can improve the transmission of wealth across generations by preventing the dissipation of assets – such as a family home divided among multiple heirs – and by encouraging donors to save for their beneficiaries. Despite the advantages of having a will, the percentage of households with a will is surprisingly low…