Estate Planning as a Family: A Collaborative Approach

David Gage, Ph. D.

This Passages Issue Brief is designed to help families initiate and carry out an effective discussion around estate planning. The paper introduces a new, holistic approach to estate planning, and describes how the different stages of life that children and parents go through affect the context in which estate planning takes place, covering estate planning with young children, teenage, young adult, and older adult children. The paper concludes with a detailed look at options for family estate discussions and retreats.


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