Key Family Wealth Education Series: Preparing Your Family for Inheritance

How to Talk about Money

We’re conditioned not to discuss money, and for families planning legacies, that can be a problem. In this conversation with clinical psychologist Jay Cherney, PhD., Anne Marie Levin, the national director of legacy planning for Key Family Wealth, dive into the importance of talking about money, and reveal how to do it. Find out how to start the conversation, the surprising details you should be sure to include, and the impressive upsides of doing it right.