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It might also be the best time to have meaningful discussions on estate and otherfinancial planning.
Its a natural moment to start thinking about the future and planning for what comes next.
Whether its the holidays or after, hereshow to tackle estate planning conversations.
He suggested utilizing the following strategies when having estate planning discussions.
Prioritize Shared Goals
Its also important to bring everyone together.
How To Deal With Political Divisions
Frankel said that political divisions can complicate family dynamics.
However, he pointed out that setting ground rules helps.
Emphasize the need to leaveunrelated emotions or conflictsoutside of the conversation.
However, he added that its best to keep the group small and focused to avoid overwhelming the discussion.
This keeps the process manageable and allows everyone to think things through.
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