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Financial Services: Sensitive Topics such as Death & Finances

What are the complexities of wealth transfer conversations?

Why This Research Matters: Understanding the complexities of wealth transfer conversations between parents and adult children/caretakers is critical, as most families will navigate this sensitive topic at some point. ​

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Given the emotional weight surrounding discussions of death and finances, insights from this research help organizations provide better resources and guidance to families, ultimately fostering healthier communication and reducing conflict.

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