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February 21, 2025 • 43 mins

Family Planning – not what you are probably thinking? – Families talk about finances in different ways. Some are incredibly open about the realities of their financial situations; some only discuss it when they need to; others consider talking about money as off-limits. If your family isn't having open and honest conversations about finances and wealth, it's time to reevaluate. Chris Boyd and Jeff Perry dig into these issues and more as they offer their commentary and advice on including family members in your financial and estate planning. See related article linked below:

https://www.wealthenhancement.com/s/blog/empowering-your-future-financial-planning- for-parents-with-adult-children-MC2WSGEA7ZQVCOXA2OJ5DP3ZAQPA

For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

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