A little more transparency can enhance relationships
- September 5, 2019
- Bob Quinn
- Estate Planning
Liam, now a retired medic, lived and worked in North Carolina for most of his adult life. He got a call from his financial planner one day. His planner told him it was time to be transparent about his estate. When I spoke to Liam recently, he stated that the meeting proved to enhance already good relationships with some family, and teased out any underlying tension with others. Think about your approach to family today.