Need to talk to your loved ones about estate planning? Here are a few do and don’t tips to help get you started.
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You've just finished your estate plan and you're feeling like celebrating, as you should be! It's certainly a good time to spend a few moments congratulating yourself on a nice bit of "adulting accomplished" (my grown-up version of "mischief managed"). But after you've taken that victory lap, don't forget your work isn't quite done yet...
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Why haven't you gotten your estate planning done yet? If your answer is "I don't know where to start," you're not alone.
Two bits of good news:
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Starting a conversation with your loved ones (whether it be your parents, your partner, your siblings, your children, or others) about estate planning can feel overwhelming for many reasons. Here are five tips to help you begin.
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There are many reasons people avoid Estate Planning. If you're one of those folks who is avoiding it, you're not alone!
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QUESTION: How complicated is it to write a will?
ANSWER: Probably less complicated than you think!
I regularly hear, "it's too complicated," as one of the main reasons people haven't written a will. For people with blended families, complicated finances, numerous lengthy and specific property distribution bequests, and/or vast amounts of wealth - yes, it can be complicated.
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Getting your estate plan documents written is (more than) half the battle. But, before you shove those freshly signed, witnessed, and notarized documents in a drawer somewhere and forget about them (and by the way, don't do that!) - please be sure you aren't making one of these seven deadly estate planning mistakes - they are all totally avoidable!
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