Expert Network Team

Episode 81: What is a Family of Affinity and How Does it Affect my Estate Plan?

Episode Summary

Karl Frank, CFP and Nathan Merrill go back to first principles and discuss something that means the most to most of us: family.

Episode Notes

Karl Frank, CFP and Nathan Merrill go back to first principles and discuss something that means the most to most of us: family. How do you transfer significant money to people who may or may not be part of your biological family?

• Learn how a “relational family” and a “family of affinity” are different. 
• Learn some questions a financially successful person can ask.
• How do we get closer to our family? How do we keep them close?
• When you leave the money out of the conversation, you sometimes get closer to what is most important.
• On the other hand, avoiding the money conversation can make things even worse.
• Learn a few techniques to navigate important conversations safely.

As always, the expert team offers a free discovery meeting. Contact any one of us at www.expertnetworkteam.com or email info@expertnetworkteam.com