No matter how old we get, our parents’ and grandparents’ stories continue to guide us through major life decisions. When we’re sitting with client families, we hear this often. Clients wondering, “What would mom say?” or “What would dad do?”
When you think about your financial legacy, passing down your values and family history are just as important as the documents in your estate plan.
Don’t leave them wondering what you would do or why.
The holiday season is the perfect time to have these conversations with your loved ones.
To make it easier for you, here are two printable lists of questions.
- “Top 10 Questions to Ask Someone You Love: Legacy & Wealth Edition”
- “Life Interview Questions” by Brendon Burchard
As you’re sitting around the dinner table, pick a few, press record, and capture the wisdom for future generations.