Danville: Using a Family Meeting to Explain Your Estate Plan

Danville CA

14 March, 2022

8:45 PM

Description

You may have heard this statistic from us before, but if you haven’t, did you know that 90% of families fail to keep their wealth for three generations? Why? The top reasons include lack of communication, lack of trust within the family, unprepared heirs, and no purpose for the money or family mission that is mutually agreed on. If one or more of these topics resonate with you, don’t worry. Hope is not lost. By learning to address these items, your family may be able to successfully keep its wealth for generations to come, and we will help teach you how.Listen or Watch Now!>> In this episode of A Place of Possibility, we will give you actionable steps on how to hold family meetings that eliminate future conflict and foster purpose and harmony among your kids. Our tips and strategies include: How to encourage and rally your family to join the meetingThe different meeting logistics you may need to considerAll of the topics that should be discussedHow to build an agendaTips to cope with resistance And more! If you’ve been avoiding the estate planning discussion, this is your sign to finally make it happen. As we hinted to above, avoiding it could be detrimental to your family’s well-being beyond the realm of wealth and finances. This is your chance to make your decisions heard and create an environment of understanding amongst all those involved. So, without further ado, let’s dive in!P.S. Looking to meet with Richard or Angela at our office in Alamo, Ca? Want to discuss more of what you heard in this episode? Wondering where the heck you need to get started or what all of this means for your retirement plans? Scheduled free 30-minute session and find the peace of mind you deserve for the rest of your life. You can also reach by calling 925.736.6410 or send an email to [email protected] In Now! >>