Ali Katz on CultureShift
How to Talk Money with the People You Love.
On CultureShift, Ali speaks about how to frame the conversation when you’re ready to talk money with the people you love. She fields questions from callers asking about estate planning, special needs trusts, how to avoid probate, and if you should list beneficiaries on your bank accounts or if there’s a better way. Ali helps listeners realize that we always inherit something whether it’s a mess, or debt, or family wealth resources properly passed on. Creating an inventory of your assets, a Personal Resource Map, is one of the first steps we all should take. Find out more by listening to the recording here!