Family Wealth Checkup study

The Family Wealth Checkup study explores how well families are communicating and working through a broad range of financial and estate planning issues.


Three generations of Americans (ages 25-70) shed light on how they’re navigating financial matters like inheritance, retirement, debt, and charitable giving – and expectations and challenges that they’ve encountered along the way.

Tips for family money talks

Does talking about money with family make you uncomfortable? Find out how your family compares and get tips on how to make the most of these important conversations.

Talking about money with siblings: Beyond rivalry

Financial conversations with siblings can be emotional since they often center around their parents’ estate and health issues. These tips can help you make the most of your discussions.