Without these multi-generational, meaningful forums that give voice, planning can lack intention and perspective, if you ever get around to planning at all. Let’s face it, most of us don’t enjoy discussing, death, dying, and disability.
The conversations before the drafting and planning are key! No; we don’t mean the listing of assets and identifying who gets what…when. We’re speaking of legacy defining conversations about your “why,” purpose, values, customs, and vision.