Our guest speaker—Karen Drancik from Neuberger Berman , provides excellent examples and anecdotes that demonstrate the importance of estate planning. The Family Love Letter™ is an great way to get started, and is an invaluable resource to your loved ones.

Family Love Letter™ is a non-legally binding, comprehensive document created to offer essential guidance to loved ones during crises or after their passing. It covers personal, financial, legal, and healthcare info, and sharing it eases the burden on family in tough times.