Consider family meeting to discuss estate plans

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Financial Focus Column

  • Jasen Agee
    Jasen Agee
At some point, you’ll want to share your estate plans with your loved ones — and the first step in this process may be to hold a family meeting. The best time to hold this meeting is when you’re still in good mental and physical shape, and the enactment of your estate plans may well be years away. But what topics should you cover? Consider these main areas: •Your wishes — and those of your…

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