Are the Holidays a good time to explain your Estate Plan to Family and Friends?
January 11, 2023
If you're planning on having a conversation with your family about estate planning over the Christmas holiday, it's important to approach the topic with sensitivity and understanding. Estate planning can be a difficult and emotional subject, so it's important to make sure that everyone feels comfortable and heard. Here are a few tips for having a productive and respectful conversation about estate planning with your family:
Plan ahead: Before you bring up the topic of estate planning, take some time to think about what you want to say and how you want to say it. Consider what your goals are for the conversation and make a plan for how you'll address any potential concerns or questions that your family may have.
Choose the right time and place: It's important to pick a time and place for the conversation that is convenient for everyone and that allows for an open and honest discussion. Avoid bringing up the subject during a holiday meal or in a crowded room, and try to find a quiet, private space where you can talk openly.
Be respectful and understanding: Estate planning can be a sensitive subject, so it's important to approach the conversation with respect and understanding. Avoid being confrontational or judgmental and try to listen to what your family members have to say.
Be prepared to answer questions: Your family may have a lot of questions about estate planning, so it's important to be prepared to provide answers. Consider bringing along any relevant documents or information that can help to clarify things and be ready to explain why you think estate planning is important.
Keep the conversation focused: It's easy for a conversation about estate planning to become sidetracked or emotional, so it's important to keep the conversation focused on the topic at hand. If things start to get off track, gently steer the conversation back to the topic of estate planning and try to keep the conversation moving forward.
Overall, the key to having a successful conversation about estate planning with your family over the Christmas holiday is to approach the topic with sensitivity and understanding. By planning ahead, choosing the right time and place, and being prepared to answer questions, you can help to ensure that the conversation is productive and respectful.