Kristi’s Quotes: Think You’re in the Will? Think Again.

Faced with longer life expectancies, a savings shortfall and skyrocketing medical bills, retirees are increasingly reluctant to transfer assets to their children during their lifetime—lest they need that money to make ends meet.

Where excess assets exist when they die, many are also more likely to give to a worthy cause or skip their children and name their grandchildren as beneficiaries instead.

It’s a trend that CFP Kristi Sullivan of Sullivan Financial Planning expects to continue.

“I definitely see more planning clients who don’t have an interest in leaving money to their kids….”


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