I recently joined the firm of Gonzalez, Shenkman & Buckstein, P.L. to better serve you and your family with your estate planning as well as post-death needs.

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4 Tips For Discussing Estate Planning With Your Family This Holiday Season


As we head into the peak of the holiday season, you’re likely spending more time than usual surrounded by your family and friends. It’s one of the rare times of the year when loved ones from across the country gather together to enjoy each other’s company and celebrate the passing of another year.

The holidays offer an opportunity to visit with loved ones you rarely see and get caught up on what’s been happening in everyone’s life. And though it might not seem like it, the holidays can also be a good time to discuss estate planning. In fact, with everyone you love—from the youngest to the oldest—gathered together under one roof, the holidays provide the ideal opportunity to talk about planning.

That said, asking your uncle about his end-of-life wishes while he’s watching the football game probably isn’t the best way to get the conversation started. In order to make the discussion as productive as possible, you should consider the following tips.

1. Set aside a time and place to talk

Trying to discuss estate planning in an impromptu fashion over the dinner table or while opening Christmas gifts will most likely not be very productive. Your best bet is to schedule a time separate from the festivities, when you 


can all gather together and talk without distractions or interruptions.

It’s also a good idea to be upfront with your family about the meeting’s purpose, so no one is taken by surprise, and they are more prepared for the talk. Choose a setting that’s comfortable, quiet, and private. The more relaxed people are, the more likely they’ll be comfortable opening up about sensitive topics.

2. Create an agenda, and set a start and stop time

To ensure you can cover every topic you want to address, create a list of the most important points you want to cover—and do your best to stick to them. You should encourage open conversation, but having a basic agenda of the items you want to talk about can help ensure you don’t forget anything in the midst of emotional moments.

This is an excerpt of the article that went out in last edition's e-newsletter.

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Estate Planning

Planning for Everyone You Love and Everything You Have

Do you know what would happen legally- to you, your loved ones, your money and everything else you care about – if something unexpected happened to you?

If you have an estate plan and it’s out of date, your assets could be lost to the State Department of Unclaimed Property, or to an unnecessary Court process.

If you don’t know exactly what would happen for everyone you love and everything you own, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you.

How Do We Help You With Estate Planning?


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Children's Protection Planning

Children's Protection Planning

Did you know that 69% of parents have not yet named guardians for their kids?

And of the 31% who have, most have made one of 6 common mistakes?

Having a Will Alone Simply Does Not Ensure the Care of Your Kids If the Unthinkable Happens to You!

If you are a parent of minor children (or those with special needs) who are counting on you, your estate plan must begin with your children would always be taken care of by the people you want, in the way you want, no matter what happens.


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Asset Protection Planning

Nobody expects to be sued. Just ask the 20 million people involved in lawsuits last year.

Divorce, inheritance, health issues, creditors, employees, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters and disgruntled business partners are just a few issues that can result in devastating lawsuits for unprepared business owners. The highest level of risk falls on those who think they are immune.

Americans are now more concerned than ever about protecting their assets from creditor claims, taxes, divorce and other disasters. Rightly so.


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Gonzalez, Shenkman & Buckstein, P.L.

110 Professional Way,

Wellington, Florida 33414



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Ph: 561-227-1575

fax: 561-227-1574

http://gsblawfirm.com

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