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A Family Meeting as Part of Effective Estate Planning

Thursday, March 28, 2019  
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A Family Meeting as Part of Effective Estate Planning

Tammy Weber, CELA®

 

Effective estate planning takes time and evolves over the various seasons of life.  Often, a family meeting is one of the final steps in the estate planning process.  There seems to be a trend among baby boomers to want to make sure there is transparency and understanding regarding their decisions so that when they pass away, their wishes are known and family conflict is minimized, if not avoided altogether.  A family meeting is very helpful when there is an uneven distribution of assets (actual or perceived), a blended family, a beneficiary with substance abuse or gambling issues, or when there have been gifts that have been made during lifetime.

 

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