10/16/2026
Fidelity's 2025 study reveals 67% of parents over 55 haven't disclosed inheritance details to their children. About 33% prefer secrecy to maintain their children's drive or due to discomfort discussing money.
Most adult children feel ready to manage their inheritance and prefer understanding decisions while parents are alive.
Families with inheritance strategies often:
💬 Ensure children know the financial contacts
💬 Keep estate documents accessible
💬 Address surprises early
Whether to disclose details is personal. Broad discussions can align priorities and expectations.