11 – Should I Communicate the Details of My Plan with My Family Members?

by | Mar 5, 2020

Should I communicate the details of my plan with my family members?

 

Every family is different.  Our general suggestion would be yes – you should have that conversation with your family members.  However, it depends on your family dynamic and how comfortable you are with sharing intimate information with your family. If you are reluctant to share the details of your plan, start by sharing that you did in fact engage in estate and/or business planning with an attorney, and at least give them our contact information. Beyond those details, it’s up to you. If you feel that your wishes will hurt someone’s feelings, consider a letter of intent or even a supplementary video will and trust, which is a premium service that Haimo Law provides clients. It helps ensure that your documents remain humanized and are not cold and emotionless expressions of intent. We are here to help make this process as positive and rewarding as possible for you and your loved ones. 

 

Author:
Barry E. Haimo, Esq.
Haimo Law
Strategic Planning With Purpose
Email: barry@haimolaw.com
LinkedIn: http://www.linkedin.com/in/bhaimo
Google+: https://plus.google.com/u/0/+BarryEHaimoLaw/posts
YouTube: http://www.youtube.com/user/haimolawtv

YOU ARE NOT OUR CLIENT UNLESS WE EXECUTE A WRITTEN AGREEMENT TO THAT EFFECT. MOREOVER, THE INFORMATION CONTAINED HEREIN IS INTENDED FOR INFORMATIONAL PURPOSES ONLY. EACH SITUATION IS HIGHLY FACT SPECIFIC AND EXCEPTIONS OFTEN EXIST TO GENERAL RULES. DO NOT RELY ON THIS INFORMATION, AS A CONSULTATION TO UNDERSTAND THE FACTS AND THE CLIENT’S NEEDS AND GOALS IS NECESSARY. ULTIMATELY WE MUST BE RETAINED TO PROVIDE LEGAL ADVICE AND REPRESENTATION. THIS INFORMATION IS PROVIDED AS A COURTESY AND, ACCORDINGLY, DOES NOT CONSTITUTE LEGAL ADVICE.

Topics

Call Now ButtonCALL NOW