Preparing Heirs - Addressing Gaps in Loved Ones' Fiscal Knowledge
This Talk introduces the concept of educating heirs, including the non-financial spouse, so that the transition of inheriting goes smoothly. We will discuss the do's and don'ts of educating heirs that Eric has seen over the last 25 years. This Talk has been popular among attendees due in part to the interactive discussion that takes place. Seating is limited.