10/17/2026
Do your children know what they may someday inherit?
According to Fidelity’s 2025 Family & Finance Study, 68% of parents haven’t told their children what they’ll inherit, or whether they’ll inherit at all. And 35% say they don’t want their children to know how much they'll receive.
For many families, that conversation simply isn't easy.
And maybe it doesn't have to start with a number.
There can be tremendous value in helping the next generation understand the“why” behind your wealth: the values that helped build it, your intentions for it, and who they can turn to for guidance someday.
At Meridian Investment Advisors, we believe thoughtful wealth transfer is about more than preparing assets for the next generation. It's also about preparing the next generation for the assets.
That could begin with making sure your children know who your trusted financial and legal professionals are, where important estate documents can be found, and what matters most to you as they carry your legacy forward.
Because Investing for a Rich Life isn't only about the life you're living today. It's also about thoughtfully preparing the people you love for tomorrow.