Law Offices of Roshni T. Desai
Long-term Planning For Orange County

The holidays can be a good time to talk about estate planning

At the Law Offices of Roshni T. Desai, we understand that you want the best for your loved ones. For this reason, it is never a bad time to begin your estate planning or update an existing will or trust. However, estate planning might seem overwhelming if you are just starting to think about it. This holiday season, you and other Californians might find it useful to talk to your family members about estate planning while you are together celebrating.

Why the holidays? It would seem like an awkward time to talk about your will while everyone is gathered around the tree opening presents or enjoying a family dinner, right? Of course, you will want to set aside a special time to talk about estate planning, even during the holidays – but several factors make this a good opportunity to bring up important topics.

For example, states the Huffington Post, all or most of your family members are likely to be under the same roof at the same time. Nobody is worried about work deadlines or getting the children to gymnastics practice. While you are all enjoying each other’s company, the relaxed atmosphere of a family get-together is an ideal setting for a serious conversation about your estate planning.

This does not mean the talk should be overly somber and kill the spirit of celebration, however. You might simply start by stating your wishes and asking the members of your family to contribute. You might have a list of your heirlooms, furnishings and valuables, and ask your loved ones to decide how to divide the items to remember you by. Other items of discussion might include how to divide your property and cash assets, and the terms of your living trust.

Keep your initial conversation about estate planning light and brief during the holidays, and invite your relatives to continue the matter via email, text or phone call. Our page on wills and trusts explains important estate planning matters in further detail.

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