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The Estate Planning Family Meeting – Ep118

The Estate Planning Family Meeting

by: Annette Bau, CFP®

While most people understand the importance of completing an estate plan, many often fail to have an estate planning meeting with those responsible for bringing their plan to fruition. Without this knowledge, your heirs may struggle to implement your estate plans.

There are many reasons why people avoid the family meeting, including:

  • A desire for privacy
  • Fear of disclosing their financial situation
  • Lack of knowledge on what to do

So, I asked attorney Susan Swinehart to join our conversation on this critical topic. We dive into the A to Z of an estate planning meeting so you know the pros, cons, where to begin, and real-world situations to help ensure your wishes come true.

Wealth Inside and Out® Podcast: “Topics for an Estate Planning Family Meeting”

Estate Planning ChecklistIn this episode, you will learn:
>> (5:56) Considerations when disinheriting an heir
>> (11:24) Why is input from beneficiaries so valuable
>> (18:09) What to do if you believe a beneficiary could harm you
>> (26:02) Considerations when preparing for the meeting

Conclusion – “The Estate Planning Family Meeting”

Once you complete your estate plan, you need to inform your heirs and executors of your intentions and goals in your estate planning documents. This helps ensure that your wishes are honored and your beneficiaries are not left to guess what you wanted to accomplish. The estate planning meeting will help to ensure everyone is on the same page and not left to their interpretation of what you meant. This meeting can also help everyone get on the same page and avoid conflicts downstream.

Enjoy the episode.

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This information is for educational purposes only. It is not intended to replace any advisor or specialist or provide investment, financial, tax, retirement, planning, or healthcare advice.

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To your financially secure life,

Annette

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About Annette Bau, CFP®

7 Principles of Becoming a Millionaire for Life The 7 Principles of Becoming a Fulfilled and Wealthy Millionaire," contains over 30+ years of research on money, mindset, and success. Click to get the 7 Principles.

About Annette Bau, founder of The Millionaire Insider®
Hi, I'm Annette

I'm a mid-western girl who began investing $25 per month and turned it into a multi-million dollar empire. I love hiking, skiing (not always lovin' it when I'm trying to catch my kids :) ), yoga, matcha tea lattes, and working because I choose to. My commitment? Teach you how to secure a retirement and financially free life you love!
Click to learn more.

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Estate & Retirement Strategies, LLC, (“ERS”) is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics from various third party sources.

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