The Thanksgiving turkeys are seeing new life as yummy leftovers, Christmas carols are beginning to fill the air, and the holiday season is in full swing. Spending time with family and friends is at the top of many holiday family’s wish lists. While you’re all together, this is the time to talk over your goals and intentions, and to evaluate your estate plan with your family. The following guidelines will help you make the most of your discussion:
Make Sure You’re Organized
Use a sturdy, waterproof document folder to store your important papers. Make sure it contains any legal and financial documents, and store it in a safe place, like a locking file cabinet or metal lockbox. Make sure at least two trusted family members know where these documents can be found.
Make Sure Your Wishes Are Respected
You should be the one to decide who retains guardianship of your children and where your assets go. If you don’t make a written plan for your assets, the state of Georgia will step in and do it for you. Rather than running the risk of the state dispersing your assets, talk to your family now and make your plans known.
Make Sure You Leave A Legacy of Caring
Knowing that you had the foresight and concern to leave them well provided for and in good hands is one of the best legacies you can leave for your children and grandchildren. It allows them to honor your memory and can even encourage them to follow in your footsteps and leave clear directions for their own future families.
Family gatherings are proof-positive that no one loves and cares for you more than your family. Show them that you love and care for them, too – right now and in the future – by having a frank, honest, yet compassionate conversation with them. Prepare for your open conversation and set your family’s estate goals by calling the estate planning experts at Grissom Law Firm. We’ll help you put your mind at ease and make the most of the holidays by ensuring your family’s future.
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