The turkey is baking, the table is set, and soon your home will be full of the sounds of family. Thanksgiving always brings us together in a special way, slowing us down and reminding us of what really matters. It’s in these moments that lasting memories are made and important conversations happen.
One of those conversations should be about your future.
We know these talks aren’t easy. The thought of estate planning can bring up emotions or worries, and you may be thinking, “I know I need to start planning for the future, but I don’t know how to talk about it with my family.” You’re not alone!
A recent Caring.com survey found that among people without a will, only 20% had even talked to a loved one about their wishes. Another study shows that 41% of people aged 18–34 and 34% of people aged 35–54 have never discussed estate planning with anyone. Clearly, many families are avoiding “the talk,” but starting it now can make all the difference.
Here are three tips to help you approach this important conversation with care:
1. Choose the Right Time
Look for a quiet, relaxed moment, such as after a meal or during a peaceful afternoon together. Avoid bringing it up in the middle of holiday chaos or when emotions are running high. A calm setting helps everyone feel safe and open to listening.
2. Keep It Simple
The best way to start isn’t diving into every detail all at once. You can simply explain that you want to start putting a plan together so your loved ones don’t have to face stressful decisions later. The goal is to ease burdens, not create them.
3. End on a Positive Note
After the conversation, shift back to what makes the holiday special: gratitude and connection. Share family stories, express your love, and reassure your family that this process is truly about caring for them.
Bonus Tip: Bring in Support if Needed
If the conversation feels too overwhelming, you don’t have to do it alone. Sometimes involving a neutral third party, like an estate planning attorney, financial advisor, or mediator, can make it easier for everyone.
Why It Matters
Our clients often remind us how valuable this process can be for families:
“Estate planning can be emotional and challenging. … It is a feeling of confidence knowing we have someone to help guide us through to the end to properly distribute and protect all we have worked so hard for through our years.” -Mariette
This season, while you’re gathered with the people who matter most to you, take the opportunity to start the conversation. It’s one of the most important conversations you can have.
Ready to Take the Next Step?
If you don’t yet have an estate plan, or aren’t sure where to begin, we’re here to help. You can book a free discovery call with our team to get your questions answered first. Once we answer your questions and find out what you need, we can take it from there.
“I highly recommend doing this for your family sooner rather than later so you are prepared if something comes up and everyone will know the exact process to follow.” – Jon
