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Horizon Elder Law & Estate Planning Blog

Friday, October 6, 2017

Talking to Your Family About Your Estate Plan

What estate planning topics should I discuss with my loved ones?

Broaching the topic of estate planning can be difficult.  Most of us are loathe to discuss death or finances, two of the primary concerns of an estate plan.  Even though it can be tough, it is vital that you set aside the time to have an informed conversation with your family about your estate plan.  After all, far more important than finances are your family relationships.  Our San Ramon, California estate planning lawyers at Horizon Elder Law & Estate Planning, Inc. offer some tips for talking to your family about your estate plan below.

Start the Estate Planning Discussion Today

All families are different and there is no one right way to start your conversation about estate planning.  You should consider starting off by explaining what is in your own will.  Tell your spouse, children, or other loved ones whom you have named as a personal representative and how you desire your assets be distributed.  Be sure your named personal representative is willing to take up the task.  Know that whatever your wishes are, your family will understand; even if they do not at first, open dialogue will go a long way towards reaching a place of acceptance.

Your estate plan can serve as a larger conversation about your finances and life plan as you age.  Your spouse and children should have a clear understanding as to what assets you have and whether you will be able to continue to afford your lifestyle as you grow older.  With the rising costs of healthcare, it is never too soon to ponder your future plans.  A family discussion about the future will help to ensure the right decisions are made early on so that you can retire comfortably.  

Consider Having an Estate Planning Professional Present

If you are still unsure or uncomfortable about discussing estate planning with your family, you may want to consider having an estate planning attorney present for the talk.  Your estate planning attorney will ensure the conversation remains on topic.  Further, your lawyer will be able to answer any questions your family may have about your estate plan and your financial future.  


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