Thanksgiving is almost here. This is the time of year when friends and family gather over good food and great fellowship. We know that thinking about accidents, illness, tragedy and death is not easy. We also know that talking about it can be even more difficult. But the conversation is critically important and one we must have with ourselves and our loved ones.
Here are eight (8) important questions to ask your loved ones this Thanksgiving:
1. Have you appointed a trusted decision maker to handle your financial affairs should something happen to you?
2. Have you nominated an agent to communicate your health care wishes in the event you are unable to do so yourself?
3. If you wish to avoid probate, do you have a properly executed Estate Plan to accomplish this?
4. If you have an existing Estate Plan, does it reflect your most up-to-date choices?
5. Will your family have little trouble taking over your affairs if you are unable to?
6. If your children are minors, have you nominated a guardian to step in if something were to happen to you?
7. Are your beneficiary designations up-to-date reflecting your current distribution wishes for your 401K and other insurance policies?
8. Do you know that The Law Office of Lauren N. Peebles can help you plan so that you can answer ‘YES’ to these questions and more?
This year, encourage your family and friends to share one tangible thing they are thankful for and then identify one way to protect it should something happen to them. To help facilitate the conversation, share information about wills, trusts, advance health care directives and powers of attorney. Then, as a family, commit to creating plans before the year ends. The Law Office of Lauren N. Peebles would be happy to help you meet these very important family goals.
Contact us today. The Law Office of Lauren N. Peebles – (510) 588-8445.