When Is The Right Time To Discuss Estate Planning with Family?

older man talking to adult son on a couch

Throughout the process of estate planning, you are required to make big decisions. Oftentimes, these decisions should be discussed or shared with family members, whether to inform them or get their input. However, many of these important topics are not joyful to think about. Although it can be challenging to discuss the details of estate planning, it is crucial to do so. Our team of attorneys at DebnamRust, P.C. has put together some information about picking the right time and way to discuss your estate plan with your loved ones.

The Best Time of Year To Discuss Estate Planning

With the holidays coming up, you may be wondering if this is the best time to talk about estate planning matters. In truth, there is no one time that universally works best for everyone. If you are considering talking about estate planning over the holidays, here are some things to think about:

  • Will the family all be together?
  • Will it affect the joy of your holiday season?
  • What specific aspects would you like to discuss?
  • Will there be downtime for you to sit and have these conversations?

Ultimately, you may decide that the holidays present the best opportunity. Or, on the other hand, you may choose to wait until after the holiday season to have these serious talks.

How To Talk About Estate Planning

What matters most is that you are having these meaningful conversations with your loved ones. Here are some tips that can help estate planning conversations go smoothly and avoid conflict or negative reactions.

  • Choose the right place: It may be best to talk about your estate planning details in private, rather than somewhere like a restaurant.
  • Make sure you have time: You never want to rush these discussions. Make sure you have an ample amount of time for the conversation and any questions your loved ones have.
  • Be open: Your loved ones may express concerns about some of your plans. Be open minded, but also don’t feel pressured to change your mind on things that are important to you.
  • Remember to ask permissions: Before naming an executor, power of attorney, guardian, or other important role, make sure to get that person’s permission first so they aren’t surprised if and when the time comes.

Estate Planning Attorneys in Dallas

Are you ready to start estate planning? Have you already started but wish to work with an attorney to ensure you are going about the process correctly? Do you have questions about the process? Whatever your estate planning needs, our attorneys at DebnamRust, P.C. can help. Contact us today.

Related Posts
  • Starting 2024 on the Right Foot: Get Your Estate Plan Done. Read More
  • How Do You Include Stock Accounts in Your Estate Plan? Read More
  • Is 18 Too Early to Start Estate Planning? Read More