Episode 6 : 09/28/2016

Family conversations that should not be avoided

The family conversation you should not avoid: How to discuss your legacy

Dr. Amy D'Aprix

Life Transition Expert

Host:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

Family conversations that should not be avoided

This episode centers around family conversations that should happen when investors are planning for their estates and legacy. In this episode, our guest is Dr. Amy D’Aprix, a life transition expert and BMO Wealth Institute contributor. She discusses properly approaching challenging conversations, enhanced estate planning, planning beyond the will, and the unique position of the financial advisor.

In this episode:

  • Defining enhanced estate planning
  • Going beyond financial considerations
  • Creating a lasting legacy
  • The topics that are most challenging for families
  • How to approach clients about having these conversations
  • The importance of listening and validating

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