Wealth can provide freedom from financial worry. For some families, this may mean building a conservative nest egg to satisfy living expenses, with the leeway to pursue careers, interests and charitable endeavors. For other families, financial freedom signifies everything negative about wealth and how time and energy can be wasted. Deciding how you and your family view wealth can affect how you formulate your estate and trust plans.
Following are a few questions to consider when discussing family values:
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What is the most important thing wealth can provide?
- What values, both growing up and as an adult, have influenced you, positively or negatively?
- What are your greatest accomplishments? Regrets?
- What do you want the generations beyond your lifetime to know about you and your family?
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