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One trend among baby boomers (those born roughly from 1946 through 1964) is having a family meeting to discuss their estate plan with their children. Our vision goes beyond ensuring you have a will and an estate plan. It is a mindset: we see your entire family as our “client”. And it is a process – one that. 28 Apr 2017 Family financial meetings can serve as a tool to bring your family together Committing to an annual family meeting helps to create a format for Family meetings can serve multiple purposes as a valuable tool in a financial as a vehicle for communicating an estate plan to family members; to create Have a family meeting about the estate plan. Establish or update the Will and Powers of ttorney. Put proper insurance in place. Appoint an executor. This guide without excessive tax, legal challenges and family strife. this meeting by reviewing and completing each section of this guide as best you can. This will ensure17 Oct 2017 Use a family meeting to get your family on board with your estate planning [highlight]Click this link to get a free Estate Planning Guide that will 27 Mar 2014 Explaining your estate planning decisions now to your family, in a general way, will avoid surprises later and make it more likely that they will 29 Mar 2018 Lisa Featherngill, CPA/PFS, talks about why it's so important for families to communicate about estate plans.