Getting some clients to talk about asset transfers at death is hard, but if left undone, it is likely that the clientÂ’s family will pay a terrible price, both emotionally and financially. With that in mind, one company has developed guidelines for planners and their clients.

Called "Exploring the Family Dynamics of Wealth," the program -- sponsored by Hartford, Conn.-based Phoenix Companies and free for advisers who use Phoenix services -- offers solutions to advisers and their clients in family financial planning.

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