Family Legacy in Financial Wellness…
So, now we are heading into the holiday season. It is the time…the time when families gather for Thanksgiving and more, but do they really talk? You may all gather around the table, you may all eat together, and you may argue, but do you really talk?
Everyone I know is craving “real” conversations. And, if you are beginning to build a Family Legacy in Financial Wellness, this is a real conversation. So begin it…
Talk to the family and friends you are thinking of including in your Legacy plan. Make sure that they are really the people you want to build your future with and to build your after life Legacy with. You do not have to discuss the Legacy per se, but you do have to begin conversations with them. Otherwise, you are living in a fantasy world of what you think they are and why they are to be a part of your Legacy. Make sure that their values and ethics match yours or you may be in your heavenly home some day looking down and asking yourself “What in heaven’s name have I done. This is so wrong!” But then it is too late.
So, begin to have conversations. Be deliberate and begin. People change, and over the years you may have changed and for certain others have changed too. Talk. You will not be sorry no matter how it turns out.
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