April 25, 2024

Talking To Your Family About Your Estate Plan (Ep. 25)

32 minutes

Why is talking about money with your family so taboo? How can we take some of the awkwardness out of talking about money? Is it important to discuss your estate plan with your children? How much money transparency is too much? Hear what Jason Deshayes, COO and Partner, and Sophie Howell, CXO, have to say about why talking about money can be so funny.

Listen now to learn:

How do different generations approach money differently?

How can you set good money habits in your family?

How can you contextualize money for small children?

How do you bring up the estate planning conversation with your children?

Connect with Jason

LinkedIn: Jason Deshayes

Cook Wealth Bio: Jason Deshayes

Connect with Sophie Howell

LinkedIn: Sophie Howell

Cook Wealth Bio: Sophie Howell

...more