After a lifetime of encouraging your family members to get along, you don’t want to rock the boat when it comes to preparing your will.
In this issue of the Bulletin, you’ll learn:
- Why communication is key to estate planning (hint: it helps you make more informed decisions)
- How you can teach your heirs to manage wealth (hint: Luma Wealth can help)
- Tips for a helpful conversation (hint: Luma Wealth can help)
- Where to get a free resource, should a read through the Bulletin leave you wanting more (hint: Luma Wealth can help)
Click below to read the legacy issue of the Bulletin for more information.