When choosing your meeting location, think about where everyone will feel most comfortable. Do you have a family reunion coming up? Consider tacking on a day to your vacation to talk about the future and your wishes. However, if everyone is spread out, finding a time to get together may take more planning. If you and your loved ones live near each other, picking the time and place for your family meeting may be as straightforward as inviting them over for an extended dinner. One of the best ways to start this preparation is by hosting a family meeting to have an open conversation about your family’s unique situation, needs and goals.
And while selecting the right financial strategies is crucial to ensure your family’s long-term well-being, it’s just as important to prepare your loved ones for the responsibilities of managing the wealth they’re set to inherit.
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.Įstate planning is more than just sharing wealth – it also includes the passing down of your family’s values and history to the next generation.
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