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Your Financial Plan Has a Handshake Problem
Most financial plans are technically sound and quietly hollow. The numbers work. The projections are reasonable. And somewhere underneath all that math, nobody has asked the one question that actually determines whether the plan will hold: is this family's word good with each other? I've watched airtight estate plans fall apart in eighteen months because a sibling felt slighted, or a promise made verbally at Thanksgiving wasn't honored in writing, or trust had quietly eroded

Steve Martin
12 hours ago1 min read
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