Sarah Muenzer is an estate planning and administration attorney with Clingen, Callow & McLean, LLC, who frequently counsels clients on how to structure their estate plans to carry on family legacies, as well as help mitigate family strife after their passing.

This talk will include what factors to consider when preparing your estate plan from a family dynamic perspective: legacy building, familial harmony after your passing, financial literacy, and what and when to tell family members about the plan.