Jul 15, 2024
Including family in your financial planning – While many people
wish to keep their
financial planning completely private, as one ages, it can be
prudent to inform family
members of your financial planning, estate planning, and help that
may be needed from
the family. Chris Boyd and Jeff Perry dig into this subject as
Chris shares a personal
story about his oldest client who recently passed away. The
conversation includes
situations when bringing your family together to be a part of
financial planning can be a
good way to foster open communication about finances, personal
choices, and lessening
potential family conflict.
For more information or to reach Chris Boyd or Jeff Perry, click
the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr