Everyone. Our family meeting guide says to invite everyone, even the one who lives far away, and that they can join by video. Here is why telling someone afterward isn't the same, and how to invite them without pressure.
Yes: one person who will step in and coordinate for the family, and a backup. Our family meeting guide calls that person your steward. The part that's easy to skip is the question that goes with it.
No. A family meeting is about structure, not amounts: where things are, who to call, and who does what. Here is what to say first, what to show, and the words to use if one of your kids asks for the number anyway.
A trust is one piece of the paperwork. The family meeting is the conversation that makes it work, and Thanksgiving is the one day most families are already in the same house.
From the Pilgrims to football games, how you celebrate Thanksgiving makes you uniquely you. A look at how American traditions evolved over the centuries.
After visiting over 45 countries, I've learned that a little perspective can transform how we view our retirement years in America.