Even if you are not yet ready to share the family's wealth numbers, communicating your intentions to the next generations promotes family harmony and is a best practice for successfully sustaining and transferring family wealth. It may also be time to schedule a family meeting for this purpose. There is no right way to conduct this meeting, bu...
Have You Had "The Talk" with Your Kids? (No, not that one. The one about your estate plan.)
Publish Date:
Mar 16 2021