Picture this: Your family is gathered around the dining room table this Christmas with their bellies full. The living room is equally as full of presents, wrapping paper and grandchildren. The house is warm, too warm with everyone packed in. You are thankful, so thankful. This blissful chaos is an annual tradition, one that you want to continue for years to come. You, more than anyone hope for this.
Join Dennis and Shea this week as they guide you through the inheritance conversation. For some of you, the holidays are simply a reminder that the conversation needs to happen. For others, it may mean it’s time to have “the talk.”