It’s beginning to look a lot like Thanksgiving . . . and then Hanukkah, Christmas, Kwanzaa, and New Year’s Eve will follow. These are prime holidays for family gatherings, which can offer in-person opportunities to have important conversations. You may be inclined to keep the chats light and stick to topics like television shows and the weather to avoid conflict, but there’s one subject you should be discussing, even though it might be uncomfortable: estate planning.
As the saying goes, the only certain things in life are death and taxes. While we often aim to help you with the latter, this month, we hope to help you and your family get your estate in order in preparation for the former. In this article, we offer advice on how and why to broach the subject of estate planning, and what questions to ask your parents or relatives about their plans and wishes while your family is together.
As always, we’re here to support your financial goals. Please feel free to reach out to our office with any questions about your financial planning needs or the information in this article.