Today Chip points out the importance of having financial conversations with your parents and adult children. There are many issues that should be discussed surrounding estate planning, tax consequences, investment assets, downsizing, and medical directives to name a few. Start the conversation to help facilitate smoother transitions as we inevitable grow older.

The Hidden Legacy of Financial Simplicity
Simplify your financial life and leave a legacy of clarity. Discover how financial organization can be one of the best gifts for your family.