Legacy Planning Can Be Tricky. How to Divide Your Estate and Keep Heirs Happy.

Thank you to @Debbie Carlson for including our own Jeff Winn in her recent article in @Barron’s about legacy planning. “Grandparents and parents shouldn’t leave heirs to decide who gets what after their passing,” Jeff says. “People will say, ‘Love will find a way.’ Stop that. … The way love finds a way is you have a clear conversation.”

More here: https://www.barrons.com/articles/estate-planning-legacy-heirs-inheritance-51660317584  #legacy #wealthcreation