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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
Posted in Best Of Blog, Estate Planning, Living Trusts
Tagged Communication, Family, Holidays, Undue Influence
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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
Posted in Disability, Estate Planning, Estate Planning Basics, Incapacity Planning, Long Term Care
Tagged Advance Health Care Directive, Communication, Estate Planning, Estate Planning Basics, Incapacity Planning, Terri Schiavo
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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
Posted in Estate Planning, Trust Funding
Tagged Communication, Estate Planning, Holidays
Comments Off on Should Children Urge Parents to Do Their Estate Plan This Holiday?
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
Posted in Estate Planning, Living Trusts
Tagged Communication, Estate Planning, Family, Undue Influence
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