It's natural to want to keep things "in the family" without an outsider privy to it all. But if it means you'll have a more productive discussion, it'll be well worth it for all parties involved.
From Bloomberg Opinion: 'The largest transfer of money in U.S. history is underway with more than an estimated $70 trillion set to pass from wealthy baby boomers to their children over the next 20 years and no one wants to talk about it,' Alexis Leondis writes.