The Family Meeting Every Retiree Should Have With Their Adult Children
In retirement, some of the most important financial conversations are not just with your advisor. They are with your family.
In this episode of Retire and Thrive, we break down the family meeting retirees should consider having with their adult children before a crisis forces the conversation.
We discuss what your family should know about your estate plan, where important documents are located, who to contact, and how to choose the right people to handle financial and healthcare decisions. We also explore a difficult question many parents face: Should your adult children actually know how…
The skinny
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