Family Conversations about Finances

Have you considered including family in conversations about finances and how you would like your estate handled at your death?

These can be difficult conversations, but so worthwhile. We’ve had clients invite children/beneficiaries and their attorney to an annual review so everyone is on the same page. If you’re interested in a Beneficiary Book, which is a binder to keep all your pertinent information in one place, give our office a call and we’ll have one ready for you to pick up. Also, keep an eye out for our “Educating Executors” seminar coming this fall to our Bloomington office.