How to Discuss Estate Planning at the Holiday Table

This insightful session will guide you through the delicate process of introducing and discussing estate planning topics with your family during the holiday season. Brian Tully and Tony Farina will provide expert advice on how to approach these conversations with sensitivity and clarity, ensuring that important issues such as wills, trusts, and long-term care plans are addressed constructively. You’ll discover that it’s not just about your aging parents and grandparents, it’s also about younger families planning appropriately for their minor children. Learn practical strategies for making these discussions less daunting and more productive for both sides, and discover how to navigate family dynamics while ensuring that your estate planning goals are communicated effectively. Don’t miss this opportunity to gain valuable tips and build confidence in having these important conversations with your loved ones.