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January 17, 2024

12:00p - 1:00p

Family Love Letter - Tracking #508373-1

Dealing with the death or the disability of a loved one is stressful; not knowing what to do with the deceased’s finances in the aftermath imposes an additional burden on a family. The Family Love Letter is an intergenerational wealth transfer program designed to help your clients in what is often a time of confusion. It is a roadmap that employs a “storytelling” process to gather pertinent information. The goal is to help minimize the types of inadvertent mistakes that often occur during times of turmoil.

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