The next time you visit with your loved ones, take time to have THAT TALK…

It’s not a comfortable topic to bring up, but use the time, now that you have it, to have a conversation with your loved ones that could really give you all peace of mind.

Talk to them about their estate planning documents; if they are done, where they are kept, if someone has access to them;

Make sure they have been reviewed in the last 2 or 3 years, if not, encourage them to have them reviewed by an attorney…I offer a complementary review;

Make sure they have the right people named and in the right type of trust if necessary; and

See if you are named in a legal helper role like an executor, personal rep, power of attorney, medical surrogate, or trustee.

If you or your loved ones have any questions about any of their documents or roles to be filled, have them call me so you can spend the New Year with peace of mind.

Click here for an article to help start important and sometimes difficult conversations with your loved ones. I hope it helps getting a dialogue started about how important estate planning is.

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