Legacy Planning for the Generations

PROBLEM: Previous generations kept their affairs private and heirs didn’t know much until the will was read. It can be difficult to discuss estate planning, as it means facing mortality and exposing certain vulnerabilities. Inheritors don’t want to think about losing someone they love, but they have many questions. SOLUTION: Start talking now. Honest and open communication is imperative to pass on the elder generation’s values, assets, and wisdom.