Legacy Planning - Starting the Conversation

When we speak of our values in life, we often refer to the family values we were taught growing up. What about money? As a culture, we don’t like to talk about money. And sometimes we even teach our children not to talk about money. The question we should ask is, are we doing this correctly? Mike Costa and Joseph Lento will dive into this topic of talking about money with our family, including why it is important and some very easy steps to help you start the conversation. Mike, a certified financial planner, practices in Woburn and lives in Winchester with his wife and two children. Joseph M. Lento, Esq., an estate planning attorney, has his own law practice, Perennial Trust LLC, in Stoneham. Register to obtain the Zoom link. Sponsored by a generous grant from the Cummings Foundation.