A Quick Guide to Discussing Your Estate Plan with Your Family - PowerPoint PPT Presentation
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A Quick Guide to Discussing Your Estate Plan with Your Family
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It is normal for people to sometimes think about what will happen when they die. They worry about their children, their homes, their cars, their money and more. - – PowerPoint PPT presentation
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Title: A Quick Guide to Discussing Your Estate Plan with Your Family
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A Quick Guide to Discussing Your Estate Plan with
Your Family
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Preparation Is the Key
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Make sure that you are prepared for all the
questions or maybe the worries that your family
also have.
4
Choose an important decision maker who has the
skills needed to carry out the job really well.
5
You should also prepare your paperwork before
your family meeting.
6
Consider the questions and concerns that may
arise during your family meeting.
7
Come Prepared for Business
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During your meeting, let your family know your
decisions and emphasise that it is really
important for them to support you and each other.
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You should be prepared to answer potential
questions.
10
Work with lawyers who have enough knowledge and
experience. In Richmond, you can consult a law
firm with experts in estate planning - Cohen
Buchan Edwards LLP.
www.cbelaw.com
