Target Audience
Individuals interested in the emotional aspects of estate planning.
Seminar Goals
This seminar is designed to familiarize and assist people with the emotional issues surrounding estate planning in an effort to better prepare, clarify and communicate one’s wishes to family members and loved ones.
Seminar Description
The division of a person's business, financial assets and possessions long after their earthly departure can be quite an uncomfortable issue for an individual to contemplate. How to divvy up one's estate to respective loved ones, is not only a matter of who gets what, but it is often complicated by family dynamics, sibling rivalry and agony over whether or not the estate has been divided fairly, which does not necessarily denote that it has been divided equally.
Bereaved families rarely fight over tax shelters or estate laws. Their quarrels most often center on who receives which jewels, why Sandy gets the china, why James has been named executor or why half the estate has been left to charity!
Financial decisions impact both the financial and psychological well-being of those who are left behind and can leave children feeling inadequate and questioning their parent’s love.
Successful estate plans require communication and should be talked about long before the reading of a will. This seminar is a great arena to discuss the difficult issues surrounding estate planning with others who share common concerns.
Please note that we do not discuss personal financial information.
Directions offers a comprehensive and holistic approach to retirement planning and our programs are custom designed to meet the goals of our clients and their organizations.
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