Personal Finance

How to talk to your family about your estate plan

No matter how good we are as investors, savers, planners and personal financiers, other people are almost always affected by our decisions and actions, our successes and our failures.

Quite often, the people most affected are those we care the most about. Our children and grandchildren, our spouses and partners, sometimes even our parents, all have an interest in our finances.

This has been on my mind lately as my wife and I have been revisiting our estate plans in preparation for seeing our attorney. After we’ve made our decisions, we…
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