The Quick Guide to Discussing Your Estate Plans with Family

If you’re considering working on your will or other estate planning, you may be dreading going through the preparation process or anxious about discussing such matters with loved ones. While is it not completely necessary to review these documents with your family and close friends, it can be extremely helpful to explain your plans with those affected.

It’s natural to feel some apprehension about these conversations. If you are wondering how best to handle this delicate topic, consider the following tips:

  • Try to choose a time and setting that when people will feel at ease and have time to talk.
  • Discuss your decisions in generality.
  • Use good discretion in knowing who can handle what knowledge.
  • Be sure to discuss responsibilities in detail with the person you are asking to be the executor of your will.
  • Let people know about long-term trusts if they will be affected.
  • Be reassuring that you are only trying to be responsible, not worry your family members.

Even if your loved ones experience some discomfort at the thought of how your matters will be handled after your death, most people will understand the need to make plans now, and some might even be motivated by your example to set up their own plans.

Contact Us

If you or someone you know needs assistance with estate planning, call a Houston estate planning lawyer from Garg & Associates, P.C., at 281-362-2865 today.

 

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Garg & Associates, PC | 21 Waterway Avenue, Suite 300 | The Woodlands, Texas 77380 Please call 281-362-2865 | Fax: 866-743-4506
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Land, River Oaks, Alief, Stafford, Missouri City, and Southwest Houston Texas.