A visit with your parents might revolve around dinner, football, or simply catching up after a busy summer. When families spend time together, it can also be a natural opportunity to talk about the future. Whether your parents have an estate plan in place or have never created one, a family conversation can be a good first step toward making sure their wishes are understood and documented.
You do not need to tackle everything at once. Start by asking what matters most to them: where they would prefer to live, who they trust to help, and what concerns they have about future care. Let their priorities guide the conversation.
From there, consider whether they have the essential estate planning documents in place, including a current will, financial power of attorney, and health care power of attorney. A living will may also be part of their plan. If they do not have these documents, creating them can help ensure their wishes are known and the people they trust can act on their behalf. If they already have a plan, it may be time to review and update it.
Practical details matter, too. Do the people named in those documents still make sense? Does someone they trust know where the documents are stored? Have changes in health, finances, or family circumstances created a reason to revisit the plan?
The goal is to understand your parents’ wishes while they can explain them in their own words. Pickrel, Schaeffer & Ebeling can help your parents create an estate plan, review existing documents, discuss planning options, and make updates when circumstances change.
A thoughtful conversation today can help bring peace of mind for the future. Contact Jacob Frizado at 937-223-1130 or jfrizado@pselaw.com to talk through your family’s estate planning needs.
