At first, it may seem like a good idea to include your spouse, children, or even extended family in your estate planning meeting. After all, you want everyone on the same page.
But in reality, bringing too many voices into the room often creates confusion and conflict. One client brought her entire family, and what started as a planning session quickly turned into arguments, spreadsheets, and tears.
In this video, I explain:
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Why estate planning isn’t a “committee decision” — it’s about protecting your legacy.
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How trusts and powers of attorney can simplify decision-making, especially in blended families.
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Practical ways to avoid turning your estate plan into a family battleground.
Watch the video now to learn how to take control of your estate plan, keep the process focused, and create a clear path forward for your family.
