Webinar · On demand

How to Have Better Estate Planning Conversations with Your Loved Ones

An estate plan is integral to your overall financial plan, and it’s important that your loved ones support your end-of-life wishes. But when it comes to relaying this information, it can be a difficult conversation to have, often filled with emotions and fraught with challenges.

Originally Aired

Apr 30, 2023

Duration

35 minutes

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Bill Carr

Senior Vice President, Financial Advisor , CFP® · Carr-Neeley-Beard Team

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An estate plan is integral to your overall financial plan, and it’s important that your loved ones support your end-of-life wishes. But when it comes to relaying this information, it can be a difficult conversation to have, often filled with emotions and fraught with challenges.

Watch this webinar, How to Have Better Estate Planning Conversations with Your Loved Ones, to hear Wealth Enhancement advisors Bill Carr and Mary Beth Neeley provide useful tips for ensuring you have a productive conversation with your family. You’ll learn how to:

  • Start this potentially tough conversation
  • Establish ground rules for having a productive discussion
  • Defuse emotionally charged moments
  • Keep your plan organized so that your wishes are made clear
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Smiling older couple standing outside with text on the right side of the image.

If you have any questions or would like more guidance on how to ensure your estate planning conversations are a positive experience for all involved, reach out to a Wealth Enhancement advisor today.

 

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