Ep.2 Pre-Family Meetings

Ep.2 Pre-Family Meetings

Becoming CMO

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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...
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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...
Read More