Estate Planning and Family Engagement

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In this unique "family and finance" recorded webinar, hear how the two worlds of Estate Planning and Family Engagement come together to help create enduring family harmony. Brad Repinsky and Tobias Donath discuss the intersection of family dynamics and their estate planning objectives, covering the practical aspects of Estate Planning and how to engage family members in financial discussions to strengthen family relationships through every stage of your financial life.

Thought-provoking topics include:

  • The benefits of Estate Planning (Irrevocable and Revocable Trusts, the Impact of the SECURE Act, and choosing Fiduciaries)
  • Practicing peership to engage your children in the estate planning process
  • Learning the Family Engagement Rules of Thumb as a simple frame to have complex financial conversations.

Download transcript (PDF) | Download slides (PDF)


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