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The Wealth Transfer Talk: A Workbook for Preparing Your Family Before the Crisis
A 26-page guided workbook that helps you talk to your aging parents about money, documents, and end-of-life planning before a crisis forces the conversation. Includes a letter from Elli, a generational communication guide, a family succession timeline by age, wealth-transfer research, ready-to-use scripts for common pushback, a document and beneficiary checklist, and role-assignment worksheets so your family has a real plan instead of scattered information.
