How to Speak with Your Loved Ones About Estate Planning

Guidance on Starting the Conversation

Talking to your family about estate planning is not always an easy thing to do. As you get ready to spend quality time with family near or far over the holidays, it can be a good time to check in with your loved ones about their estate planning and financial security.

If you have older parents, you want to make sure they have important legal documents in place and that you know where to find those documents. It’s also a good idea to make sure that they are financially secure, especially as they approach the age where they might require long term care.

If you have adult children, ask if they have their documents in place as well. Any adult 18 or older should have at least a healthcare proxy and a power of attorney. If you have grandchildren, there should be a comprehensive plan in place for who would take care of them if the parents were to unexpectedly pass away.

Estate planning can even make a great gift for your loved ones!

For tips on questions to ask and how to broach the subject, Shannon P. McNulty, Founder of The Village Law Firm, and Special Guest Financial Advisor Sara Stanich as they share their insights.

Join the Conversation!

The presentation will cover:

  • How to raise difficult subjects in conversation.
  • What information you need from your loved ones (and what you don’t).
  • Financial & legal planning strategies for long term care.

AA Family Multigenerational

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Ms. McNulty speaks regularly at events for financial professionals, foreign nationals and parents. CLICK HERE to request Shannon to speak at your event.

legal planning book

The Complete Guide to Legal Planning for New York Parents
A step-by-step, practical guide of everything you need to know and everything you need to do to make sure your family is taken care of if tragedy strikes.