Every year at this time, I remind my clients that holiday gatherings are a perfect time to discuss their estate plan with the key family members named in that estate plan. You will likely be together with those family members at some point over the holiday season, so grab a glass of eggnog and visit with those folks.

Some of the issues to discuss are your medical treatment should you become incapacitated. Discuss what you want if you have an incurable medical condition that will make it impossible for you to make decisions for yourself, such as dementia.

Discuss what you want done with your body after you pass away. Do you want a traditional funeral or would you rather have a party or reception in your honor? Do you have some off-the-wall wishes such as having your family drink a toast to you with a certain wine or spirit?

If you have minor children, discuss with the guardian you’ve designated how you want your children raised. Discuss with the guardian any special needs or issues you think they may encounter with your children. Discuss with the person who will act as the […]