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Start Over Descriptor "FINANCIAL planning" Topic estate planning Topic financial management Journal wall street journal - eastern edition Database Academic Search Index

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1. Tough Talk: Effective Ways to Broach Financial Issues With Family Members.

Author

Clements, Jonathan

Subjects
*FINANCIAL planning, *ESTATE planning, *PERSONAL finance, *FINANCIAL management
Abstract

The article presents advice on discussing financial issues with family members. The author reviews advice on the issue from Holly Isdale, head of wealth advisory at Lehman Brothers Inc. Issues related to estate planning and teaching financial matter to children are discussed. Also included are comments on the issue from Jerrold Lee Shapiro, head of counseling psychology at Santa Clara University in California.

Published
2006

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