Bring Up the Crucial Conversations This Holiday Season

The holidays often represent the best time of the year for a meaningful, face-to-face discussion about planning. This is especially true when parents or other family members are aging and may need help in later years.

How do you broach sensitive subjects, like “Hey Mom and Dad, is your estate plan up-to-date? During this Life Happens episode, hosts Lou Pierro and Aaron Connor share the best ways to get these conversations started, drawing from counseling thousands of clients:

“Are we closing out the year with updated documents that make our wishes clear?”

“Have we made plans to protect what we have – our home, retirement and life-savings?”

“What plans are in place to take care of children and grandchildren?”

“How do our plans enable us to cover the cost of long-term care, whether at home or in a facility?”

Lou and Aaron will also answer a common question: “Do I need to see an estate planning attorney… or an elder law attorney?”⁠

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