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533: What Even We Didn’t Know About “Protecting” Our Wealth

BiggerPockets Money Podcast

NOTE

Reviewing Your Estate Plan with Family

When considering whether to review your estate plan with your family, it is crucial to assess individual family dynamics. Open communication and transparency are key, but understanding potential sensitivities is equally important. While sharing details with family members is beneficial for clarity and preparedness, the risk of strained relationships or information leakage requires careful consideration. Ultimately, the decision to involve family in estate planning discussions should be based on individual circumstances rather than a one-size-fits-all approach.

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