Having conversations about family wills can be tough. How do you start that conversation from one family to another?

In this episode, Jeff and Lauren share some advice surrounding the later stages of life and what they entail in terms of finances. They also highlight how discussing these things, despite how morbid they may sound, is so important and will benefit everyone in the long run.

Jeff and Lauren discuss:

• The important discussions about wills that should happen between parents and children in the parents’ later stages of life
• The importance of uploading, saving, and giving access to financial wills to other family members
• How medical directors can serve your best interest in the future
• How they extend their relationships with clients and allow themselves to be a resource to many families
• And more!

Connect With Green Financial Group:



• jeff@greenfinancialgrp.com
• (713) 244-3030
• Green Financial Group
• LinkedIn: Jeff Green
• LinkedIn: Lauren Smith