TALKING TO LOVED ONES ABOUT WHAT REALLY MATTERS

“The Holidays” can mean travel, excitement, gathering together with those you love, stress, conflict, and any or all of these things!

We wish you the happiest of holidays.

            We also urge you to take the time this holiday season to talk with those you love about what’s truly important to you, and what’s important for them to know.  Make sure you tell them that you love them.  Make sure you tell them about your estate plan, about where they can find your important legal and financial documents in an emergency, and who your important advisors are (e.g. estate planning attorney, financial advisor, accountant).  We understand that these conversations with family members can be difficult to start.    But they are important.  Talk to those you love about the legal, financial and health care decisions you have made, and take the time, while you still can, to explain your choices.

            Talking about your healthcare directives can be a good lead-in to talking about your other personal and financial choices with those you love.  It’s important – for you and for them.  Take this extra step to ensure that everyone knows what you want while you can still answer questions and provide feedback.  And then eat a lot, annoy your little sister, have a wonderful time, and enjoy your holiday!

            We wish you the best holiday season.  Our offices will be closed from December 24, 2009, to December 28, 2009, and from December 31, 2009, to January 4, 2010.  We look forward to working with you next year!

            Happy Holidays!