Talking about wealth, legacy, and family responsibilities can be difficult—especially during times of incapacity or loss. The Family Love Letter® is an intergenerational wealth transfer process designed to help families communicate what matters most while minimizing confusion, mistakes, and conflict.

In this webinar, we’ll introduce the Family Love Letter® approach, a guided storytelling framework that helps families organize critical information, share values and intentions, and open meaningful conversations across generations. You’ll learn how this process supports spouses, children, and heirs while strengthening long-term family planning and advisor relationships.

Whether you are thinking about legacy planning, preparing heirs, or simply want greater clarity and communication within your family, this session provides a thoughtful and practical starting point.