Family Dynamics
Today we will be talking about family dynamics. When you’re transitioning from one generation to the next, there’s often some hard conversations that need to take place. When do you bring a child in and what should they know, or if you’re a child helping out mom and dad, what should you know and what can you do to help?
Here are a few topics we will cover:
- When to loop in the professionals – typically the sooner, the better
- The important documents
- What you can do to minimize any surprises
- Cleaning up beneficiaries
- Settling estates
Connect with Ascend Investment Partners:
- Ascend Investment Partners
- Book An Appointment
- LinkedIn: Garrett Smith
- LinkedIn: Paul Norman
- YouTube
Thanks for tuning in. Questions about today’s episode let us know.
https://ascendinvestment.com/
(801) 476 – 1200
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