Page 23 - Family Love Letter
P. 23

The Family Love Letter—value later, value now














                         Compiling this information                                                                    Discussing this information


                         can reveal gaps:                                                                              can:












                             • Missing documentation                                                                        • Help family prepare for




                             • Need to expand                                                                                      future events


                                    investments, coverage                                                                   • Create a more open


                                                                                                                                   atmosphere about family


                                                                                                                                   plans, needs and goals


















        Equitable                                                                                                                                                                                     The Family Love Letter  23
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