Bringing Families Together: How to Hold a Family Legacy Meeting w/ Iran Harvell

Episode 044: We've talked about the legal documents.  We've talked about values, legacy, and trusts.  Now comes the hardest—and arguably the most important—part of the process:Talking about it.In the final episode of this three-part series, estate planning attorney Iran Harvell shares how families can have meaningful conversations about money, legacy, and the future before a crisis forces them to.Because the best estate plans don't begin with legal documents. They begin around the dinner table.Iran walks through why family meetings matter, when to have them, who should be included, what should be shared, and how parents can begin introducing these conversations to children in age-appropriate ways. She also shares common mistakes families make, stories from her own experience, and practical ideas to help you start the conversation with confidence.If there's one lesson I've learned through my own family's journey, it's this: your estate plan should never be a surprise your family discovers after you're gone. It should be an ongoing conversation that strengthens your relationships while you're still here.In this episode, you'll learn: - Why family meetings are one of the most overlooked parts of estate planning - When to start having conversations about money and legacy - Who should be included in a family meeting - A simple agenda for your first family meeting - Common mistakes families make—and how to avoid them - How to include children in age-appropriate conversations - Ways to reinforce family values, not just financial information - Simple ways to start the conversation this weekMy biggest takeaway from this series is that estate planning isn't really about documents, trusts, or taxes. It's about people. The legal documents provide the framework, but the conversations are what give those documents life. And sometimes, the greatest legacy we leave isn't measured by what we pass down—it's measured by the relationships we strengthen along the way.