Death and Taxes. The two certainties in life. We begrudgingly pay our income taxes every year, like clockwork, but feel so uneasy when it comes to discussing the eventuality of our own demise. As if avoiding the topic will somehow delay the inevitable.
We know that it is a difficult discussion to have with your loved ones and even harder to find the right time to do so. Get togethers are about birthdays, holidays, or special events, not to discuss one’s mortality.
Leave it to us to facilitate the conversation in a TMFG Family Meeting. Let us coordinate the scheduling, manage the agenda, and provide the forum for the discussion (virtually on Zoom or physically in our boardroom). We act as an objective third party in the meeting and are simply there to help guide the conversation around the financials, estate distributions and even, final wishes.
In our years of conducting the Family Meetings, we have come to realize that it is much easier for parents to provide explanations to decisions made in the will while they are alive, rather than leaving the beneficiaries behind to speculate on their own. We have experienced tears, laughter, anger, and confusion. However, the one consistent emotion we have seen is appreciation. As hard as the Family Meeting can be, the better off the families are having had the conversation.
Speak with your TMFG advisor about scheduling your Family Meeting today or email Michelle [email protected]
