Myths and Frequently Asked Questions Multigenerational Planning: Important Conversations to Have about Money

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Myth 1: My estate plan is just for me, so I do not need to tell anyone anything about it.  False. While how much you divulge is up to you, being open and honest with your loved ones can help alleviate misunderstandings that could arise after your passing. Sharing this information is especially helpful in three instances: You have chosen …

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