Tag Archives: Communication

Best of Blog: Thanksgiving Post – How to Talk Finances with the Family

Following is a Thanksgiving post from November 2010 on communicating with family about finances during the holidays: Estate planning is a gift.  Ideally, executing a will or trust is unselfish.  The intent is to benefit the heirs, while the planner … Continue reading






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Who Needs An Advance Health Care Directive? — Estate Planning Basics

As people live longer, the chances of experiencing incapacity increase, and the advance health care directive becomes ever more crucial in avoiding disputes and providing a peaceful transition for end-of-life situations. It is often asked, why do I need an … Continue reading






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Should Children Urge Parents to Do Their Estate Plan This Holiday?

            This is an updated version of last year’s pre-holiday post. If parents do not have an estate plan should their children ask them to get it done? Many parents never find time to set things … Continue reading






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Family Finances and Thanksgiving Dinner Don’t Mix, But There May Be Some Other Time This Weekend to Bring Up These Important Topics

Estate planning is a gift.  Ideally, executing a will or trust is unselfish.  The intent is to benefit the heirs, while the planner gains peace of mind, but usually no financial benefit from the process.  Many parents consider a well-drafted … Continue reading






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