Survey: Americans Hate Talking About Estates National Underwriter (Life and Health Financial (03/27/02) Vol. 6, No. 12 p.45; Bryce, Siobhan
A new survey sponsored by Zurich Scudder Investments indicates that U.S. consumers have difficulty discussing estate planning with their children and other heirs. According to the survey, 72 percent of those polled say that leaving an inheritance is important, but only 44 percent of adults have written lists of their assets, and only 40 percent have discussed estate planning with their heirs. Of those who have, 63 percent talked about beneficiary designations, 40 percent explained the reasons for their decisions, and 39 percent named the professionals who helped them plan.