Family Huddle: Having Open Conversations About Estate Planning
At McPhillips Law, I understand how important it is to be transparent and honest when it comes to planning your estate. In this article, I'll share tips on how to start these important conversations and make sure your family is kept in the loop.
Starting the Conversation: Tips and Strategies
When talking to your family about your estate plan, keep these tips in mind to make the conversation productive and respectful:
Choose a good time and place where everyone can focus without distractions. Consider choosing a tranquil setting outdoors so family members can have something beautiful to look at during the discussion.
Be honest and transparent about your intentions and decisions.
Listen to your family members' thoughts and feelings, and respect their perspectives.
Consider involving an estate planning attorney to help guide the discussion
Handling Sensitive Topics: Dealing with Family Dynamics
Talking about your estate plan may bring up difficult topics or disagreements within your family. When faced with these challenges:
Show empathy and understanding towards your family members' viewpoints.
Focus on common goals and values to foster unity.
Address conflicts or misunderstandings in a positive and timely manner to ensure a smooth estate planning process.
By openly discussing your estate plan with your family, you're not only ensuring your wishes are honored but also setting a good example for future generations.
Take the First Step
Get started protecting your family legacy by booking a Peace of Mind Planning Session with Attorney Candice McPhillips. This is a 1-hour Zoom meeting where we will review your questionnaire, answer your questions, and present my flat fee packages! If we decide we’re a good fit to work together, we’ll take next steps. And if not, that’s fine too! Book your Peace of Mind Planning Session HERE. Mention this blog and I’ll waive the $450 session fee!
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This article is not intended to provide legal advice or opinion and should not be relied on as such. Legal advice can only be provided to clients of McPhillips Law in response to a specific fact situation.
