The Conversation That Never Happened

James and Darlene had built a tidy nest egg. Their three daughters were smart, independent, and all in their 30s. They believed the girls would be just fine with a direct inheritance.

Then the family hit a storm.

One daughter lost her job and fell into a bad relationship. Another had mounting medical bills and was too proud to ask for help. The third had just moved across the country and was juggling two kids and burnout.

James died before any plans were finalized. The money came through the estate and created confusion, resentment, and tension. One daughter spent her share in less than six months. Another asked for more. The third wanted to sell the family cottage to cash out.

A serene family cottage surrounded by lush trees.

What was supposed to unite the family broke it apart all because no one had talked about it, and no structure was in place.

The percentage of people who die without a will or any direction on intent for financial assets is a staggering figure. Without one there is chaos, with one there is order. A SaferWealth advisor can navigate family dynamics and provide solutions to meet everyone’s needs. Please contact a SaferWealth advisor today, don’t delay, solutions don’t happen overnight.