Balafas in Kiplinger Series: Communicating Estate Plans

3/2/2025

Making an estate plan? Letting your children know your intentions while you're still around to explain your reasoning can head off discontent later.

In her latest Kiplinger article, GoalVest Advisory founder and CEO, Sevasti Balafas, CFA, CPWA® outlines five steps to creating greater transparency when communicating your estate plans:

✅ Start early
✅ Explain your reasoning
✅ Involve a neutral third party
✅ Consolidate your affairs
✅ Create a living legacy

Read the full article here: https://www.kiplinger.com/retirement/dividing-an-estate-ways-to-create-transparency

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