Thanksgiving is often the only opportunity in the whole year when all of your family members get together. While it’s a time to relax and spend quality time together (for some of us, at least, since I realize Thanksgiving is not always relaxing or fun for many of us too), it’s also one of the only chances that family members can engage in uninterrupted, in-person conversations with the whole family. So I encourage you to place estate planning on the top of your list of things to discuss, not necessarily at the Thanksgiving table itself but at some point during the time you’re visiting with your family this week. Remember, estate planning is a long process that starts with a conversation. Feel free to keep the wine and beer flowing during this conversation!
If you’re not sure how to start the conversation, please free to contact me below for ideas. I actually would recommend filling out the Client Information worksheet as it helps you organize your thoughts and identify questions and issues that you are undecided on.
Have a wonderful Thanksgiving!