Time to Talk Turkey!

The holiday season is upon us, which means families are making their travel arrangements and dinner plans for festive occasions.

In this episode, attorneys Aaron Connor and Frank Hemming have a suggestion for the menu: make time to share and discuss the “what ifs” you face as a family, such as future healthcare needs, income and asset protection, and living arrangements as we age.

Although it’s not an easy conversation to have, the holidays provide a great opportunity to open the dialog and make important decisions while you are all together. Aaron and Frank will share specific tips on getting the dialog started, and pointers for handling crucial conversations that may include:

• Existence of updated estate planning documents like Power of Attorney, Health Care Proxy and Trusts

• How to deal with a chronic illness

• Medicaid eligibility and asset protection

• Potential future care needs and a care management plan

They will use real life cases to reinforce the importance of “talking turkey” about estate planning, and how the holidays are the perfect time to get started.