I'm a wealth advisor, financial therapist, and end-of-life doula. Here are 6 talking points I use to help clients navigate tricky conversations about inheritance and legacy

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I'm a wealth advisor, financial therapist, and end-of-life doula. Here are 6 talking points I use to help clients navigate tricky conversations about inheritance and legacy

businessinsider.com/wealth-advisor-financial-therapist-how-to-talk-about-inheritance-2025-10

Courtesy of Centerpoint; Getty Images; Alyssa Powell/BI
Ashley Agnew is a senior wealth advisor and certified financial therapist for Boomer and Gen X clients.
Good legacy planning captures more than just finances and involves letting go of control, she says.
This article is part of "The…

This story appeared on businessinsider.com, 2025-10-16 20:30:24.