With the biggest inter-generational wealth transfer in our history happening over the next ten to fifteen years, talking about the subject of inheritance has become increasingly important.

But how do you do it? What is the best way to bring your family closer together around the topic? Whether you are the person leaving an inheritance, or you are looking for the best way to talk to your loved ones about it, this course opens up the conversation in a way that is inclusive of everyone, starting with you.

This course includes guidance on the vital questions to ask, conversations to have, and a workbook to help you plan.  This course can be the first step to getting inheritance on the table in your family.