Tips for Talking About Your Estate Plan
- Posted in: Estate Planning
When planning your estate, it is important to remember that communication with your loved ones and friends is vital to the success of your plan. A recent article discusses how best to can start an estate planning conversation.
- Schedule the conversation: By scheduling a time to speak about your estate plan with your family and loved ones, you avoid catching a person off guard or on short notice. If you think your family members may be unsure about setting aside a specified time for the conversation, try to bring it up when you are doing something else, such as taking a walk together.
- Tell a Story: It is often easier to start the conversation by sharing a recent news report or discussing the sudden death of a friend who did not have an estate plan.
- Divide and Conquer: All families handle delicate issues differently. Consider that it may be best to discuss estate planning with family members individually. If this is the case with your families, have a series of talks, rather than attempting to do everything at once.
- Make it a Subject of Mutual Concern: When attempting to discuss your estate plan with your spouse, for example, be sure to approach the conversation as a partnership. For example, you could start by saying, “Now that we are parents, we really need to draw up wills to protect each other and our children.”