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Showing posts from December, 2024

How To Initiate a Conversation with Your Parents about Estate Planning

The holidays can bring families together, which often make them a good time to discuss family matters, including estate planning.  This may be a sensitive or uncomfortable topic for some people, but it is so important that bringing it up is usually worth the discomfort.  An open discussion, even for a few minutes, can help so much in learning information you may need to know in the future, which can help ensure your parents' wishes are followed.  Here are some strategies to make it easier to broach the subject: 1. Choose the Right Setting Opt for a private and relaxed environment, such as after a holiday meal or during quiet downtime. Avoid discussing it during stressful moments or in front of children who may not understand the context. 2. Frame it Around Care and Love Emphasize that estate planning is about honoring their wishes and ensuring their hard-earned legacy is protected. Example: “We want to make sure we can follow your wishes when the time comes. Have you had ...