5 Ways to Start the Money Conversation with Parents

  1. Blame us – say your accountant asked. (We don’t mind.)
  2. Keep it broad – “which banks?” not “how much?”
  3. Frame it kindly – it’s about making things easier.
  4. Offer to help – make a list together (Lucy has a checklist).
  5. If they won’t share – suggest keeping the info with the Will at the solicitor’s office.

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