Bringing Families Together: How to Hold a Family Legacy Meeting w/ Iran Harvell
About this episode
Iran Harvell discusses how families can have meaningful conversations about money and legacy to prepare for the future.
Episode 044: We've talked about the legal documents. We've talked about values, legacy, and trusts. Now comes the hardest—and arguably the most important—part of the process: Talking about it. In the final episode of this three-part series, estate planning attorney Iran Harvell shares how families can have meaningful conversations about money, legacy, and the future before a crisis forces them to. Because the best estate plans don't begin with legal documents. They begin around th...
Topics covered
- family legacy
- estate planning
- meaningful conversations
- money management
- crisis preparation
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