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Discussing your inheritance void, of unnecessary contention

While you may not wish to think about your death, your efforts to begin planning your estate before it is too late can save your family a lot of unnecessary strife and confusion after your death. One of the best things you can do is to involve your family in discussions about who will acquire your inheritance. At Goldberg Sager & Associates, we are familiar with the complications that many people in New York face when planning their estate. 

A large part of preventing familial conflict when planning your estate is to begin far in advance. According to the Huffington Post, your approach to holding a meeting with your presumed heirs can make a significant difference in fostering feelings of unity and understanding after your death. Begin by making a list of the people you wish to share your inheritance with. During the meeting, you can encourage open dialogue and facilitate a successful conversation by doing the following things:

  • Invite an advisor: You may wish to invite someone you trust to advise the meeting. This person could be a mediator, an attorney or even a financial planner. 
  • Stay calm and friendly: Use a casual tone and encourage everyone to listen to each other. If things get heated, do your best to stay calm and focused. 
  • Define an agenda: Create an agenda for the meeting and share it with everyone at the start. This way, everyone involved can follow along to stay on track and keep the meeting efficient and purposeful.

By following these guidelines during your family meeting, you can encourage a productive conversation and a beneficial outcome for everyone involved. For more information about planning your estate, visit our web page.  

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