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Telling Your Family About Your Estate Plan

Many different things can cause families to fight over a deceased relative’s estate. Sometimes, families are going to fight no matter what and there is nothing that can be done to avoid it.

This is one reason why you should enlist the expertise of an elder law attorney. She can make your estate plan as solid as possible, so there are fewer legal grounds for your family to fight over.

Nevertheless, minimizing the potential for your family to fight over your estate takes more than just a good estate plan.

The biggest source of estate battles is when family members are surprised by what they inherit from an estate plan and receive less than what they think they deserve.

Therefore, you need to talk to your family about your estate plan, as Market Watch discusses in “How to talk to your family about your estate plan.”

Most people are uncomfortable talking to their family about death and money.  However, talking about your estate plan does not need to focus on either of those things. Telling your family about your estate plan is a chance to talk to your family about values.

It is more important to tell your family why you have done something in your estate plan than to tell them exactly how much money they will receive. An explanation of the values behind your estate planning decisions should be the focus of the discussion.

If you want to do all you can to make sure your family does not fight over your estate, first see an elder law attorney to get an estate plan and then let your family know why you made your plans the way you did.

Reference: Market Watch (Nov. 18, 2017) “How to talk to your family about your estate plan.”

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“On the threshold of retirement, we finally decided to quit thinking we could self-prepare the requisite documents. We had previously had only a very simple will. We needed the necessary legal (including updated will) & health care docs but didn’t want to deal with the time & complication of legalese. Cindy made the process relatively painless. She took the time to explain and answer questions without trying to upsell services. We were done in 2 meetings plus the reading of emailed drafts. In addition to preparing the documents, Nelson Eldercare will be there when our adult children need advice on executing the plans we’ve put in place.So glad it’s behind us and would recommend Cindy and her helpful staff.”

- Bonnie

Cindy and her company treat their clients like family. Nelson’s offers clear, direct, and honest guidance in planning for your families security and future. No one wants to actively sit down and make these decisions, but Nelson’s makes this process seamless. I was so impressed with their willingness to answer all questions big or small. So glad I made the decision have them help my mom and dad and now me. You can’t go wrong with Nelson’s Elder Care Law.

- Hope

The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!

- Kerri

I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.

- Charlotte

Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.

- Pierce