Estate Planning 101 with the "Tax Chick" Amanda Doucette
beyond MD with Dr. Yatin Chadha
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Is There a Balance Between Privacy and Planning?
Caat: There's obviously a balance between privacy and planning. For families that are very private yours, you call the family meeting and say, this is what i have decided. So it's not like we're asking for your input. And so again, we never have to put a number in front of anything, right? But if the parents are really struggling, like my client was that i was talking to you about, and just don't know what to do,. We can haul everybody in a room together, and we can talk buckets without talking numbers.
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