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Encouraging Family Meetings

You have the definite feeling that your client is worrying about some issues relating to the family and wealth and doesn’t want to “bother” you about it. It comes up during the estate-planning meeting, when talking about trusts for the children. Your client hesitates about one child and is enthusiastic about the other. You ask about the hesitation—Is there something you should know to do planning that fits the family? Actually, we’ve found that being able to encourage a family to have family meetings can be the best solution. So often, the issues that aren’t spoken about and […]