Hannah Boundy, CFA®, CFP®
Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
top of page
Insights
Search
Matthew Davis, CFP®
Dec 7, 20224 min read
Prompting Difficult Conversations With Your Parents
Partners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.
42 views
Hannah Boundy, CFA®, CFP®
Nov 12, 20214 min read
The Family Meeting: How to Have the Hard Conversations About Your Estate with Your Heirs
Here are five tips to make a family meeting over your legacy plans go smoothly and even meaningfully.
118 views
bottom of page