If you are in the know about the importance of estate planning, it can be stressful, frustrating, and scary to know that your family members or other loved ones are living their lives with an out-of-date estate plan or with no plan at all in place. You know the consequences can be serious and you want to protect them. Luckily, the holidays are the perfect time to bring up this subject! Multiple generations of the family are together, and it is natural to take stock of all that has changed and all that has stayed the same.
Read on to discover our tips for discussing estate planning with your loved ones this holiday season.
- Make an elegant segue.
Don’t bring up estate planning by saying something like, “Let’s talk about what happens when you die,” or “Who will inherit your money?” Those don’t sound like topics people want to talk about! Instead, make an elegant segue. We recommend something like, “I’ve been thinking a lot about the legacies we leave for our children and the opportunities we have to help our loved ones even after we are gone.”
- Know your facts.
Understanding related things, like what happens to your assets if you pass away without an estate plan, can help you make your case. This blog is full of information about estate planning and we think it’s a great place to start!
- Don’t be a hypocrite.
Make sure you’re up to date on your own estate planning before you start bringing it up to loved ones. If you can say, “Yeah, I actually just updated my own estate plan a few days ago,” it can help them see how easy and painless the process actually is.
- Recommend an excellent estate planning attorney.
It will be even easier for your loved ones to make moves if you recommend a trusted estate planning attorney. At Solan, Park & Robello we have extensive experience in this area of law. We are eager to help you and your loved ones with all of your estate planning needs. We even offer new clients a free 15-minute telephone consultation. We are eager to bridge your present to your future. Let’s get started. You and your loved ones can reach us at (415) 777-3300.
Solan, Park & Robello
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