Many people feel uncomfortable discussing family finances
with their children. However, sharing some information with your grown children
can make things more comfortable for everyone.
Discuss your financial goals with your adult children, and
let them know your plans for your retirement years. It's often a good idea to
involve adult children in some or all aspects of your estate planning. Your
particular family situation should dictate how much information you share and
with whom.
If you would like assistance with your financial planning or
discussing finances with your children, please call us at (518) 798-3330. We're here to help.