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News you can use: 7 questions to start a family legacy conversation

Simple (and fun) ways to get you and your loved ones talking about the future

August 22, 2017 | by Alyssa Alegre

News you can use: 7 questions to start a family legacy conversation

Do you find it difficult to begin a conversation about wealth planning with your loved ones? If you do, then you are certainly not alone. In fact, research shows that many people are uncomfortable talking about sensitive topics like family finances, philanthropy, inheritance, and other future intentions. It can be challenging to decide not only when in the right time to start talking about these things, but how much to disclose.

The process of discussing family wealth and other money matters may not be as complex as it seems. This Forbes article, “7 questions to start a family legacy conversation,” offers some casual conversation starters that may help you begin a family dialogue. The questions provided in the article are light and open-ended and can easily be share over family dinners or during the holidays. Readers are encouraged to revisit these questions and topics multiple times to ensure everyone is on the same page. 

Bottom line: Start early and talk openly. Find small moments to start the conversation. And remember: it’s a gradual process that develops over time!

About the author


Alyssa Alegre Assistant Director of Gift Planning

Alyssa oversees marketing and communications, events, and special initiatives for the Office of Gift Planning. She works closely with donors who are featured in Duke Magazine, the Blueprints blog and other publications. She also works closely with development teams, schools, and alumni volunteers as part of our comprehensive reunion efforts. Alyssa has previous work experience with a private law firm, several non-profit organizations, and a regional bank. She received her undergraduate degree and Masters of Business Administration from Niagara University. Alyssa joined the Gift Planning team in 2007, after relocating from Buffalo, New York. When she is not in the office, she enjoys being outdoors, running, and chasing after her twin daughters.

Alyssa Alegre can be contacted via email or by phone at (919) 681-8030.

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