Talking Estate Planning With Loved Ones

Today’s staff training helped us to better understand what can often be a difficult issue and how to facilitate important conversations for our clients and their loved ones

Here are some conversation tips:

  • Be clear about your purpose
  • Frame it as ” I care about you.”
  • Don’t be afraid to look closely at finances.
  • Know it’s not a one-time conversation.

 

Contact one of our Fiduciary Planners for strategies for a good conversation

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