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Family Meeting Discussion Topics

Having a family meeting is an important time to communicate your current and future financial goals, your legacy plans, and your health care needs. This is also a good time to review your financial and estate planning documents to alleviate any issues or questions in the future about your intentions.

A good starting point to the conversation could be your current financial philosophy and how you’re managing your finances. Taking your family through what’s important to you and what your most important goals are will allow your family to understand your wishes and vision.

Some discussion topics families like to review are below.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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