How To Began the Estate Planning Discussion

Estate planning in Phoenix is not a fun topic. No matter what age you are, or whether you or a family member is facing health problems, the estate planning discussion – Living Wills, Last Will and Testament, Trusts – is incredibly scary. The first step to taking care of these documents is getting the conversation started, and you might need some tips from the estate planning experts.

1. Choose the Most Opportune Moment – This kind of conversation needs some scheduling; so don’t simply spring it on your loved ones. Coming at them out of the blue with estate planning, Last Will and Testament, and Family Trust can scare the daylights out of people. So many people think that you only talk about these things when you’re facing death, so take your time and plan this conversation accordingly.

2. Go For A Walk – Statistics have shown that talking about emotional items, such as Phoenix estate planning, while walking can help to ease tension and relieve some emotions.

3. Tell a Story – According to Forbes.com, telling a story is a great way to introduce the Phoenix estate planning conversation. Before jumping to your Last Will and Testament, or your Family Trust, tell a story about a friend who hadn’t planned accordingly and how detrimental that was to her family.

4. Break It Up – Sometimes it’s best to break up the estate planning conversation. For example, this week perhaps focus on Living Wills, while in a month or so come back to the estate planning conversation but choose Last Will and Testament topics. By breaking up the conversation, you’ll have a better time of getting through it.

5. Make it Personal – How will this affect you as a couple? Forbes.com suggests emphasizing your own mortality and make it personal. By not focusing all of your attention on “you” in the estate planning conversation, you can bring your partner into the discussion without building walls.

The best thing that you can do for yourself and your family is talk to an expert, like Scott Schoeller. With over 30 years of experience in estate planning in Arizona as well as California, and affordable pricing, there is no one better to handle this tough conversation.

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If you are not sure as to what legal document you currently have contact one of our professionals to help you with your estate planning. They will make sure you have all of your grounds covered and have the right legal documents that best suite your wants and needs.