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Resources

This information is designed to help families  reflect on their own experiences, spark meaningful conversations,  develop additional questions relevant to their unique situations and make informed, long-term decisions about succession planning, property inheritance,  generational wealth building and more.


*This content is for informational purposes only and does not constitute legal advice*

let's talk about the house - live resource guide 2025

Family Meetings Help Families Navigate Difficult Waters

Family Meetings Help Families Navigate Difficult Waters

Created by Sixto Ambriz & Samantha Brown


A guide to our inaugural legacy planning conference. Explore Frequently Asked Questions (FAQ) gathered from our community during previous online “Let’s Talk About the House” virtual webinars and research-based answers.

Download Here

Family Meetings Help Families Navigate Difficult Waters

Family Meetings Help Families Navigate Difficult Waters

Family Meetings Help Families Navigate Difficult Waters

Created by Attorney Linda Crane / Crane Law Group


What is a family meeting? Read this article to learn more about the importance of family meetings and how to maintain transparency, trust, and harmony among the family.

Download Here

What is A Complete Estate Plan?

Family Meetings Help Families Navigate Difficult Waters

The conversation too many families don’t have until it’s too late

Created by Attorney Linda Crane / Crane Law Group


Your guide to a complete estate plan. Revocable Living Trust (RLT), Pour-Over Will vs. Last Will and Testament, Power ofAttorney for Health Care and more

Download Here

The conversation too many families don’t have until it’s too late

The conversation too many families don’t have until it’s too late

The conversation too many families don’t have until it’s too late

Created by Attorney Linda Crane


Follow Attorney Linda Crane's Substack. She addresses questions like: "who gets the house?" "What did Mom really mean when she said she wanted things to be “fair”? "Why is my brother acting like that?"

Read Here

Guidelines for crucial conversations

The conversation too many families don’t have until it’s too late

Guidelines for crucial conversations

Presented by Rev. Andrea N. Clark, J.D., Mdiv, PhD(c). 


Adapted from Grenny, J., Patterson, K., McMillan, R., Switzler, A., & Gregory, E. (2022). Crucial conversations: Tools for talking when stakes are high (3rd ed.). McGraw Hill.  

Download Here
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let's talk about the house - Mon, June 22 at 6:30pm ct

Join us for a live, virtual discussion about navigating emotional and practical realities of property inheritance. Through sharing stories, resources and tools, you'll be able to take actionable steps toward honoring your family's legacy and building generational wealth.

SIGN UP HERE (FREE with RSVP)