Estate Planning: 3 Tips to Get Your Family Talking More Effectively
by Katherine W. Dean, CFP, CIMA, Head of Family Dynamics, Wells Fargo Private Bank
Oct 23, 2018
3 minutes
Picture this. You've decided to tell your kids about your estate plan. This is a big step for you and your family. You want to be more transparent, you want to share more information, and you want the kids to be thrilled that they are being brought into the "inner circle."
You have excellent intent! But then, BOOM! Instead of Kumbaya, it's like an explosion goes off. Things don't end up going quite as you planned. Feelings are hurt, arguments ensue and you completely miss the end goal. Was this just mission impossible? What should you have done differently?
Make sure to signal before switching lanes
I have seen this example play out all
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