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Four Ways to Use Charitable Giving to Engage Your Family in Estate Planning
Manage episode 434213190 series 3587421
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Estate planning can be complex, and many people want to do everything they can to ensure both their assets and their heirs are successful. One of the best ways to achieve this goal is to engage your entire family in the process. But when is the right time to bring the conversation up? Who should be involved? What should be shared? Listen as Alexa Broida, family legacy advisor for Wilmington Trust’s Emerald Family Office & Advisory® shares four ways to engage your family in estate planning.
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