Talking to parents about estate planning can be difficult. Oftentimes, parents aren’t interested in the discussion. So to open and maintain a positive dialog, the approach taken makes all the difference.
First, acknowledge that no one likes to talk about their death or most issues associated with their death. We can all understand this. So naturally, when the most common question is asked – What’s going to happen when you pass? – the walls go up.
So, instead of broad, open ended questions that conjure far ranging thoughts on death, try approaching the subject from three separate perspectives: medical, financial, and legacy planning.
Download the “How and Why to Discuss End of Life Discussions with Parents” guide written by Josh Didion Esq. below to learn how to approach loved ones in these different perspectives.
Semro, Henry, & Barga LTD
Main Office: 419.517.7377
Citizen Advisory Group is a comprehensive financial services firm that helps Northwest Ohio and Southeast Michigan’s soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey. In addition to helping clients with their finances, Citizen Advisory Group offers monthly health and wellness events.
Please call 419-872-0204 for a complimentary consultation to review your individual situation.
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Citizen Advisory Group. Citizen Advisory Group is a separate and unaffiliated entity from Advisory Alpha.