A Family Reunion Can Help Prepare Your Heirs
Nathan Merrill and Karl Frank, CFP talk about a fun way to help prepare the heirs–the family reunion! Here are a handful of fun and practical ideas to turn an event that has been the butt of many jokes, and funny movies, and turn it into something that could be impactful. Plus, it could prepare the heirs by giving them the stories and sharing the legacy of your family.
- First, ask why? Why do we have a family reunion?
- Get the buy-in from younger generations. Everyone needs to bring something to the reunion to make it work.
- Story-time.
- Fun events.
- Symbols can be a big part of legacy; and they could be as small as a cuff-link!
- Consider a book; here is a way that everyone can contribute something they want to remember.
- Make sure everyone is invited and feels safe.
- Bring in the spouse’s stories too!
Sometimes the elder generations are saddled with putting on this event. The younger generations have a lot at stake. Importantly, the expert team offers a free discovery meeting. Contact any one of us at
or email
Expert Network team provides free consultations. Just mention that you listened to the podcast.
Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected]
www.goodspeedmerrill.com
Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
[email protected]
Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected]