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The Right Way to Discuss Estate Planning


Nov 29, 2023

No matter the topic, finances may be sensitive. Many people find it awkward to discuss anything from debt to salary negotiations to marriage preparation. As people age and estate planning comes up in conversations about finances, things can get even more complicated. If their parents are elderly and unable to handle their assets, adult children may want to ensure that their parents can. Everyone who may be impacted by the estate planning conversation should be included, and this is especially true when it comes to family businesses. Initiating a discourse about estate planning requires careful consideration of the following three points.

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