How many of us really know our deceased grandparents or even our deceased parents? Do we know what they really stood for, their key life stories, lessons or values?
How many of us have loved ones pass away only to later wish we had asked them some provocative questions – question that would have helped us know them better and appreciate what they went through? What could we have learned?
The problem is that family dynamics are a barrier to this level of communication. Who asks their parents and grandparents these questions of an intensely personal nature and how many parents want to reveal themselves to their children, warts and all?
A facilitator can help make this communication possible. One such facilitator can actually be the family’s financial advisor.
We are developing a workshop to make this possible. In the meantime, one place to communicate this kind of information to your children and grandchildren is our book BEFORE I GO.
You may know someone who is dealing with this same issue. If you think it will help, feel free to forward this email, and let me know if you have questions about a specific situation
Arie J. Korving, a CERTIFIED FINANCIAL PLANNER™ professional, has been delivering customized wealth management solutions to his clients for more than three decades. Prior to co-founding Korving & Company, he was First Vice President with UBS Wealth Management and held management positions with General Electric.