![]() ![]() Once you’ve decided that you would like to have this conversation with your kids, give them some forewarning about the discussion to come. It is important that you speak with the whole family-whether through conversations with individual children, or with everyone together. Here are a few tips on how to broach the subject… 1. Whether you have teenagers nearing adulthood, or a couple of self-sufficient thirty-year olds, it is important to talk to your kids about your estate plan. Yet, when it comes to your family and their future, these connotations should be set aside in order to foster a candid conversation about your estate plan with your kids. Many may say that talk of death makes them uncomfortable, and to discuss money would simply be impolite. residents only and subject to the following terms: /social.Talking about the taboo topics of money and death in one conversation is not most people’s idea of a good time. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.Ī note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Any other referenced entity is a separate entity from WFAFN. Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Products and services listed may not be available, or may have restrictions, depending on client country of residence. Please consult with the FA as s/he may not be registered in all states.įor parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Securities-related services may not be provided to individuals residing in any state not listed above. This information is intended for use only by residents of (AK, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MA, MI, MN, MO, MT, ND, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WY). Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested.Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate.Not Insured by the FDIC or Any Federal Government Agency.Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Would you like any assets to go to charity? Are you aware of all your options?.Have you introduced your heirs to your financial consultant, tax professional, and attorney so they can work with people you trusted when you pass away?.Have you taken steps to educate your heirs on appropriate financial management strategies?.Have you conducted a family meeting with your heirs to discuss your estate plans and to answer questions?. ![]()
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