On the other hand, Jeff Brown wrote a recent article in Forbes in which he decries the notion of a formal multi-generational “family meeting” to hash out all kinds of unpleasant financial and estate planning matters. Appropriately, the article is titled “No Money Talk At The Holiday Table, Please.” Brown offers an alternative: his own indirect method of eliciting information and offering subtle, albeit unsolicited advice to family members on financial and legal matters.
Practically speaking, there is no better place to talk about important family financial and legal matters that when you are with family.
Maybe you held your family meeting already, somewhere in between turkey and football. If you did not, well, then there are more holidays to come.
Is it time to have a talk with your loved ones?
