Should I communicate the details of my plan with my family members?
Every family is different. Our general suggestion would be yes – you should have that conversation with your family members. However, it depends on your family dynamic and how comfortable you are with sharing intimate information with your family. If you are reluctant to share the details of your plan, start by sharing that you did in fact engage in estate and/or business planning with an attorney, and at least give them our contact information. Beyond those details, it’s up to you. If you feel that your wishes will hurt someone’s feelings, consider a letter of intent or even a supplementary video will and trust, which is a premium service that Haimo Law provides clients. It helps ensure that your documents remain humanized and are not cold and emotionless expressions of intent. We are here to help make this process as positive and rewarding as possible for you and your loved ones.
Barry E. Haimo, Esq.
Strategic Planning With Purpose
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