S2. Ep 6. | The Family Love Letter® with Kit Mac Nee

Responsibility is a love language. In this episode, Kit Mac Nee, CFP® CRPC®, CRPC®, CFP®, (of Morgan Stanley), joins us for an engaging discussion about The Family Love Letter®. Created by John J. Scroggin, The Family Love Letter® is a guide to organizing your most vital information and keeping it all in one place for easy access- not just for you, but for your family. From online passwords to an ethical will, Kit explains the contents of The Family Love Letter® and why you shouldn't hide your life savings in a pool table. Kit is the Queen of purposeful wealth management and has a wealth of knowledge to share.

Follow Kit: Kit's Website | LinkedIn
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“Drawing On Rooftops” | Artist: Head Chip | Written By: Michael Baiardi | Courtesy Of: Soundfile Music | ⁠www.soundfilemusic.com⁠
DISCLAIMER: This podcast is for entertainment purposes only. The opinions expressed on this podcast are not legal advice that can be relied on. They are based solely on the limited information provided. These opinions do not create any attorney client relationship. Those seeking legal advice should contact an attorney in the appropriate jurisdiction and practice area.
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Episode recorded on March 17, 2023.
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