Key Takeaways
- Resistance to talking about wealth transfer is often based in fear. To overcome this, try asking your partner, children, or grandchildren about their wishes, and share yours.
- Encourage those impacted by your estate plan to share their thoughts and opinions in a “voice, not vote” structure.
- It’s important for you to think about the appropriate level of transparency for your family right now, and what you would rather disclose in the future.