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Initiating an estate planning conversation with loved ones

It can be difficult to discuss future legal and financial plans with loved ones. It is never easy to approach the subject of what will happen after someone passes away, but this is an important conversation for Florida families to have. Estate planning discussions can lead to a better understanding of what one wants after passing away, as well as reduce the chance of complications between heirs and beneficiaries. While it may be a difficult discussion, it is a critical one. 

Helpful questions to ask 

A family member may be reluctant to discuss estate plans for several reasons. In fact, he or she may be resistant to any efforts to have this conversation. For a family member who is trying to initiate this important discussion, the following questions may be helpful: 

  • How will the family business survive in the future? 
  • What are the directions and wishes for the distribution of personal assets? 
  • Are there medical plans in place in case of incapacitation? 
  • Are there plans in place in case of long-term disability needs? 
  • Has the estate plan been updated to reflect current circumstances? 

These questions can lead to helpful conversations that can provide understanding among family members, but they can also provide insight regarding possible changes that should be made to an existing plan. 

Experienced guidance is key 

When discussing estate plans, experienced guidance can be critical. It may be beneficial to talk with a Florida estate planning attorney to understand what steps are necessary and what questions should be asked. With the right plans in place and an understanding of what a loved one wants can provide peace of mind for the future.