Friday, June 24, 2016

An All-In-One Wealth Transfer Checklist



Money is one subject that families are often reluctant to talk about.

Death
is another. 


Combine them—as in talking about your estate plan—and avoidance is a common reaction.
Nonetheless, talking with family members about plans to protect and transfer assets can help avoid unwelcome surprises and unnecessary stress after you or your spouse passes. 

Talking about money and values can also strengthen family ties and develop a shared purpose while you are alive and able to enjoy the results.



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