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How do you discuss your will with your loved ones?

On Behalf of | Feb 17, 2021 | Estate Planning |

In life, you invest your time toward cultivating and maintaining your estate. To maintain this after your death, you put just as much thought into your estate plan and will. 

But after you create it, you cannot just let it sit. You should consider discussing it with your family and loved ones. 

Prepare for a tough conversation

Market Watch discusses how to broach the topic of your will. They acknowledge the fact that this is going to pose as a draining conversation for you and your loved ones. It may even agitate them to the point that they lash out. They may not want to have this discussion at all. 

As such, your first step should be to bring the issue to their attention long before you have the actual conversation. Let them know that you want to talk to them about your will. Explain your reasons for wanting this. Be prepared to field questions and offer counter-arguments. 

Next, break the discussion up into several chunks. Experts believe this is better than trying to have one big discussion that hits every topic you want to cover. It gives everyone time to digest the information you provided. 

Keep an open mind

They also suggest that you remain open to feedback. This is a hard thing to do, especially if you have already worked for a long time on your will and estate plan. But beneficiaries and family members often have good ideas that you may have overlooked while working on your own. 

Experts finally suggest you tackle this sooner rather than later. This gives your loved ones more time to adjust, while providing you with more time to fix any issues and streamline your plan. 


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