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Take Time to Talk: Getting to Know Your Family Better
Are you having a family reunion this summer? If so, it might be a good idea to spend some time there discussing your family's future and legacy.
Instead of the traditional bingo, softball or horseshoes, consider games that share information and celebrate your family’s legacy. You could create a trivia game with facts about your relatives, or bring baby photos for a “who’s that baby?” guessing game. If you’re interested in genealogy, consider creating a poster-sized family tree and asking everyone to help fill in the blanks.
During these times with family, take a few minutes to have conversations relating to your financial future and legacy. There’s no better time than when you’re gathered together for some family fun. For example, if you have adult children, do they know what’s important to you? The more your family knows about you, the easier it will be for them to continue your legacy, even when you are gone.
Having these conversations now can help ensure your wishes are carried out the way you intended.
For more information about refining and communicating your strategy for leaving a legacy or to open an account, set up a face-to-face conversation with Mark Grooters by calling 616-281-9026 or visit https://www.edwardjones.com/
Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice.
You should consult your estate-planning attorney or qualified tax advisor regarding your situation.
Edward Jones: Mark Grooters - Financial Advisor