Paving the Way to Discussing Wealth and Legacy Plans with Family

from Wilmington Trust’s Get Educated in Minutes · host Wilmington Trust

Discussing wealth and legacy plans with family can be challenging and somewhat uncomfortable, especially when family members disagree about the goals. However, having open communication about the family’s heartfelt values and aspirations can help sustain a desired legacy through future generations. In this podcast, Julie Weiss, national director of Family Office Experience for Wilmington Trust Emerald Family Office & Advisory®, discusses a few ways to establish an ongoing dialogue that can be critical to maintaining family harmony and—hopefully—a lasting legacy.

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This episode is 12 minutes long.

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This episode was published on July 1, 2024.

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