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Beyond the Documents: How to Include Family Members in an Estate Planning Conversation
Manage episode 362816255 series 3434332
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On this episode, join Partners Dan Daniels and Michael Clear as they discuss the importance of educating the next generation on an estate planning matters. From the protection of assets in cases of divorce or litigation, to aligning a child’s assumptions with reality, you will gain insight on how best to structure a family meeting and facilitate a productive conversation for all members involved. Whether it be a pending marriage or a death in the family, these life events often trigger the need for a family meeting where family members can gain insight about the flow of assets under the plan and who has decision making powers.
We know how difficult these conversations can be, so tune into this week’s episode to learn how Wiggin and Dana’s Private Client Services team can assist you in your own discussions with the next generation on estate planning matters.
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