Business
It’s so important to have a pre-family meeting with your spouse to discuss what will be passed on, to whom, and why. Topics: ● Why a pre-family meeting is important. ● Deciding on amounts. ● Figuring out what is fair, as opposed to equal. ● Setting up trusts to protect your assets. Quotes: [01:35] “...There is the case where we’ve had clients that, it’s just them...so, in those cases, is where we recommend just to have someone there who isn’t one of the beneficiaries.” [04:34] “If you have one child, it’s pretty easy...but if it is five children, how do you decide?” [08:40] “Make sure you build what your wishes are into a trust, but explain it to the children…” Resources: The Lerner Group