Okay, I get it. Talking about estate planning over turkey might sound weird, but hear me out—Thanksgiving is the perfect time to chat with the family about this stuff. Everyone’s together, relaxed, and feeling all that holiday gratitude. What better time to make sure everyone’s on the same page about your plans?
1. Start with the Warm Fuzzies
Instead of diving straight into the deep end, start by talking about family values. Estate planning is about protecting what matters most to you—like your values, your legacy, and your wishes for the future.
2. Keep It Real with Communication
Estate planning is all about making sure your wishes are clear, and Thanksgiving is the time when everyone’s in the same room. Why not make sure everyone’s on the same page? It’s a great way to avoid surprises down the road.
3. Confirm the Lineup
Got your executor or power of attorney lined up? Thanksgiving is the perfect time to make sure everyone knows their role in your estate plan. It’s like assembling your dream team!
4. Keep It Current
Family dynamics change, and so should your estate plan. While you’re enjoying the holiday feast, take a moment to think about whether any updates are needed.
Ready to have those important conversations? Request a free consultation and let’s get your estate plan in tip-top shape—no awkward holiday conversations required (but encouraged!).
