Family Wealth Cases

• Are you talking with your family as much as you think?
• Giving your family voice doesn't mean giving up control
• How to use the 14 later-in-life topics to start a conversation
• What would bring your family peace of mind?
• How family roles can impact decision-making
• How to proactively talk about cognitive decline
• What do beneficiaries want to know?
• The burden of unprepared caregiving
• How to create more closeness through the planning process
• The power of "What if?" in planning conversations
• What couples can learn from "solo" parents
• Couples can align around what informs their financial planning
• Wondering why you should ask about your family's peace of mind?
• Hesitant to talk as a family about your planning?
• How do you handle uncertainty in your family?
• Avoiding health and care conversations?
• What are you ready to talk about?
• What role do you play in executing on your parents' plans?
• Want to have a micro-meeting?