YOU’VE WORKED HARD. YOU’VE BUILT SOMETHING MEANINGFUL.
But when it comes to your family, especially your adult kids you’re stuck asking questions like:
Do they need to know how much we’ve saved?
Will money help them… or mess things up?
What if they’re not ready or worse, what if they blow it?
Should we walk them through our estate plan?
THESE AREN’T EASY QUESTIONS. That’s exactly why most families avoid them until it’s too late. But here’s the uncomfortable truth: Silence doesn’t protect your family. It leaves them unprepared. And unspoken expectations? Those are the ones that cause the biggest damage. This guide isn’t about spreadsheets or scare tactics. It’s about honest, thoughtful conversations that protect your plan, your peace of mind, and your relationships. You don’t need to hand over control. But you do need to make your intentions known before someone else is left guessing.
THE FAMILY FINANCIAL TALK | 2
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