Legacy Planning

Should You Schedule A Family Meeting?

by Andy Byron on May 15, 2018

Blog, Estate, Legacy Planning
Sometimes our older clients ask us if they should hold a family meeting to educate their child or children about the family’s financial and estate plans. We think this is a great opportunity for clients to also talk to their family members about their legacy and values, and traditions they’d like to see continued. We recently received this email from one of our clients who just completed a very successful family meeting.
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