I’m Spending My Retirement, Not Leaving an Inheritance

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Question from a Reader:

A couple in their 60s has two grown children who mistakenly believe they will inherit a large sum. The parents are worried about how to tell them that they don’t plan to leave an inheritance.

Advice from the Columnist:

  • In most middle-class families, inheritance is not a significant expectation.
  • Estate planning should be a family affair, involving children in discussions about end-of-life wishes and asset distribution.
  • The parents’ legacy extends beyond material possessions to the memories and values they have passed on to their children.
  • While investing a small amount for their children can be considered, they should not expect a large inheritance.
  • Distributing prized possessions and sentimental items in a will can be a meaningful inheritance that children will appreciate.
  • The couple’s greatest legacy is the love and laughter they have fostered within their family.

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