Family Conversations

Question 1

If your oldest child was asked what you want to happen with your money and belongings when you are gone, what do you think they would say?

Question 2

What conversations have you already had with your family about your legacy plans, and what have you not yet said?

Question 3

When you imagine having a conversation with your family about your legacy and plans, what dynamics come to mind, and how have they shaped what you have done so far?