My Parents Won’t Do Their Estate Plan. Can I Do It For Them?

Getting your parents to plan their estate can be one of the toughest financial conversations to have. While most of us are proactive with our own plans, it’s a different story when it comes to helping our parents get theirs in order. Can you start their estate plan without them? Unfortunately, the answer isn’t simple. Nick discusses how much involvement your parents need in the estate planning process, and why their willingness to participate is crucial. He also explains how you can help grease the wheels while still making sure that the plan is ultimately theirs to approve.

Here’s some of what we discuss in this episode:

👨‍👧 Parental Responsibility

📝 Children’s Role

💡 Strategies for Encouraging Action

👥 Spousal Involvement

💬 Communication is Key

 

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