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Paving the Way to Discussing Wealth and Legacy Plans with Family
GEMs Podcast
12 minutes 10 seconds
1 year ago
Paving the Way to Discussing Wealth and Legacy Plans with Family
Discussing wealth and legacy plans with family can be challenging and somewhat uncomfortable, especially when family members disagree about the goals. However, having open communication about the family’s heartfelt values and aspirations can help sustain a desired legacy through future generations. In this podcast, Julie Weiss, national director of Family Office Experience for Wilmington Trust Emerald Family Office & Advisory®, discusses a few ways to establish an ongoing dialogue that can be critical to maintaining family harmony and—hopefully—a lasting legacy.