Is it time to have 
“The Talk"?

Is It That Time to Have 'The Talk'As Ben Franklin so aptly said, “In the world, nothing can be said to be certain except death and taxes.” Yet the subjects of money and death are difficult topics for many married couples and many families; in some family cultures, these two topics may even be considered an absolute taboo. 

It’s no surprise then, that the subject of estate planning – a discussion of wills, bequests, powers of attorney, health care directives, long-term care, funeral wishes, etc – is a topic that is often avoided, even as we deal with end-of-life issues for ourselves or for a loved one. 

In this special report, we’ll examine some of the common stumbling blocks families face in planning for death, how to get the conversation started and what to say once you get the topic on the table. 

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Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.