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Preparing for the family meeting: how to talk to your children about your estate plan

A well-planned family meeting can defuse tension around your estate and provide crucial feedback to help you fine-tune your plan and keep it aligned with your vision.

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While there is no obligation to share your estate plan with your children, doing so can reduce the risk of conflict, strain or misunderstandings after your death and help you leave a positive and lasting legacy. Here are some things to consider if you decide you and your loved ones are ready for the family meeting.