Welcome to The Family Table: Key Legacy Conversations, a four-part audio series from Moneco Advisors. Conversations around legacy, estate planning, and family intentions are often the most meaningful, and the most avoided. In our series, Ginnie Thompson and Chris Levene, CFP® share how they approach meaningful discussions with families, why these conversations matter, and the role that thoughtful planning can play in creating clarity and greater understanding between the generations.
About This Series
This audio series is part of our ongoing effort to share perspective and insight on the planning conversations that shape long-term family and financial outcomes. We hope it encourages thoughtful dialogue and provides a clearer understanding of how these topics are approached in practice.
Part 1: Opening the Conversation
Estate planning is often thought of as paperwork and numbers, but that’s only part of the story. In this first conversation, we share what really happens in estate planning meetings and why the work goes far beyond assets. Meaningful planning begins with understanding what matters most to a family, because when life changes, clarity, communication, and care matter just as much as the documents themselves.
Part 2: The Family Love Letter
Some conversations are difficult to begin, especially during times of illness, transition, or uncertainty. In Part Two, we discuss one of the most meaningful tools we use with families: the Family Love Letter. It helps clients express their wishes, prepare their children, and bring the entire family into the conversation. Thoughtfully created, it is a gift that fosters understanding, reduces uncertainty, and helps loved ones feel more prepared and connected.
Part 3: Preparing the Next Generation
Preparing the next generation is about more than passing things down, it’s about preparing people. In Part Three, we explore how families can better support future generations through open communication, honest conversations, and thoughtful organization. Every family is different, but when generations work together, transitions become smoother and legacies grow stronger.
Part 4: When Conversations Happen Too Late
During times of loss or crisis, families aren’t thinking about checklists, but that is often when clarity is needed most. In the final part of the series, we talk about what can happen when families don’t communicate ahead of time and why these conversations truly matter. We also share a practical checklist we use to help families stay organized, supported, and grounded during life’s most difficult moments, because thoughtful preparation can make a hard time just a little easier.
Closing
If these conversations resonate with you or your family, our team is always available to continue the discussion.
Important Disclosures
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. Moneco Advisors, LLC and LPL Financial are not affiliated with any other referenced entity.
This commentary reflects the personal opinions, viewpoints and analyses of the Moneco Advisors employees providing such comments and should not be regarded as a description of advisory services by Moneco Advisors or performance returns of any Moneco Advisors client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Moneco Advisors manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.