TALKING ABOUT THINGS WE DON’T WANT TO TALK ABOUT
Henry Montag, CFP, CLTC | January 4th, 2009The time has come for a new addition to the traditional estate planning process, I’ll call it “The Fam
ily Meeting.” Since talking about the things we don’t want to talk about can be extremely difficult, it unfortunately most times just doesn’t get done. However, this “Family Meeting” can become one of the most important and pivotal things we can do for and with our children and grandchildren.