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68: Stop Frankensteining It

Let's Talk Family Enterprise

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Navigating Family Dynamics in Wealth Transition

This chapter explores the significance of sharing positive family experiences while addressing the complexities of inheritance and estate planning. It highlights the role of neutral advisors in facilitating open communication among family members to prevent misunderstandings and manage potential conflicts. Emphasizing the need for early discussions about values and legal arrangements, the chapter advocates for a collaborative approach to ensure all family members are informed and engaged in the planning process.

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