The Hard Conversations: Talking to Your Family About Your Estate Plan

Description

You’ve put a lot of thought into your estate plan. But does your family understand what you’ve decided, and the why behind those decisions?

Talking about it can feel awkward. You may wonder how much to share, where to start, or what to say if someone is upset. Join us on Zoom for a relaxed morning session on how to talk with your family about your estate plan with clarity and care. We’ll cover how to explain your choices, why starting with the “why” matters more than the numbers, who in your plan should know what, and where everything can be found. We’ll also talk about what to say when children receive different amounts, and what to do when the conversation gets hard.

You’ll leave with a clearer picture of what your family knows today, what you’d like them to know, and a workbook to help you plan your own family conversation.

With the holidays coming and many families gathering, it can be a natural time to begin.