Share:

Wills and other estate planning documents help protect the legacy you leave and the loved ones who are most important to you. But, bringing up the subject with a family member can be a sensitive issue; it's not easy or comfortable to discuss death or the issues surrounding it. To help make this experience as beneficial and smooth as possible, below are three tips for discussing the topic.

How to Discuss Wills & Estate Plans With Family

1. Choose the Right Time

Finding the right moment to have this conversation minimizes stress. Don't wait until a crisis—such as a medical issue or accident—to sit down with your loved ones and discuss wills and estate plans. Pick a time when life is relatively calm for all the parties involved, and choose a location that is familiar and relaxed.

2. Talk to Other Family Members

willTry to make this a family-wide discussion since it will most likely impact everyone in the immediate group. If you're speaking about it with your parents, include any siblings, or at least make them aware it is happening. Doing so keeps everyone on the same page and guarantees you adequately address all concerns.

3. Be Honest About Your Motives

An aging parent or other family members may find a conversation about estate planning to be a sensitive topic. Be upfront about your motives for the discussion and share your concern for their estate—all they've worked for in their lives—and what will happen to it after they're gone. Remind them that, without these documents, the courts divide their assets and property and family members have no say in the process.

 

After having this important talk, it's time to start designing the will and other estate plans that best meet your family's needs. The attorneys at Shelton Law Firm have been serving Chariton, IA, and the surrounding areas in estate planning matters since 1967. They provide quality legal counsel and representation through every step of the process to protect clients’ rights and best interests. Call (641) 774-5956 or visit their website to arrange a consultation today.

tracking