In today’s episode, Lee will talk about one of the most important discussions you should have with your family once you enter the fourth quarter of your life. Although talking about what will happen to your money and possessions once you pass away can be uncomfortable, this conversation is critical. Doing so has the potential to preserve and safeguard the bonds within your family and avoid unnecessary heartache and confusion.

Surprisingly, a significant portion of individuals that Lee has met with have never had this talk with their family. He’ll unpack the moving parts involved in this conversation and share some tips to help you navigate this emotional terrain. Drawing from real-life scenarios, Lee emphasizes the importance of open communication to ensure that your family understands your wishes and shares his thoughts on how to avoid unnecessary disputes over your assets after you’re gone.

Here’s what we’ll discuss in this episode:

  • One of the most important conversations that can take place during your lifetime + why people avoid this conversation (1:31)
  • Communicating your burial wishes. (4:26)
  • Letting your kids know that they will receive a portion of your retirement savings after you pass. (5:39)
  • What about non-retirement accounts and personal property? (9:27)
  • The importance of having inheritance conversations before you pass. (12:56)

If you have any questions about what we discuss, set up a meeting with us anytime by visiting