Congratulations!
You just completed the the tough task of setting up your estate plan. What you’ve done is a small heroic act for those that come after you. Now comes the challenge of how to talk to those most affected by the many decisions you made in the process.
The Legal Document(s)
| Pros | Cons |
|---|---|
| 1. Legally enforceable | 1. Overly complicated |
| 2. Detailed | 2. Does not communicate intention |
| 3. Tax saving | 3. Does not communicate love |
| 4. Hassle saving | 4. Can lead to costly legal fights if not understood |
The Human Side
We do the human side of estate planning.
Let’s be clear you didn’t spend time and money on an estate plan because you love long legal documents. You did it is because you love those closest to you and want them to be cared for. Now let’s figure out how to communicate that!
Step 1: Clarify your family mission
Throughout drafting your legal documents, you made many big and small decisions. What was it that guided you? What do you want those closest to you to know about your intentions behind those decisions? The first step is to be very clear about your guiding principle. Make sure it is in writing and easy to reference.
Your in luck! You have an excellent forward thinking attorney.
has partnered with
To provide you with a free 1 hour consultation!
Benefits of your first hour with us:
Become crystal clear on your family mission
Learn to avoid some of the common communication pitfalls that affect well-to-do families.
Learn some communication strategies to protect you and your loved ones from bitter estate infighting.