Legacy Planning & Wealth Transfer
“Communication is key” is an old phrase, but when it comes to your wealth transfer and legacy planning process, it couldn’t be more accurate. The conversations you have with your family before, during, and after this process can go a long way toward avoiding aggravation, the expense of settling in court, and potential infighting.
An open dialogue with your family early on, and including those you care about the most in the wealth transfer and legacy planning process, may help avoid these potential conflicts. The control and sense of security among you and your family early and often in this process can go a long way toward avoiding asset loss and strife.
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