How to Have a Conversation about Estate Planning with Aging or Sick Loved Ones - Part 1



Someone you love is aging. Or maybe, facing a potentially terminal illness. You know it’s time for them to think about end of life planning because the end of their life will impact you.


So how do you broach this delicate topic when it feels so uncomfortable to acknowledge?


The first step is to acknowledge that it can be a difficult or uncomfortable conversation. Give yourself time to consider how you want to bring it up with your loved one.


Generally, the case in our culture is that we don't regularly speak about or get comfortable with end of life matters before the end of life is near.


You can change that going forward, and in part 2 I’ll give you guidance for how to make end of life discussions a regular part of your family conversations.


But, if you haven’t already begun incorporating end of life discussions into the culture of your family, it could be awkward at first. Especially if your family member is ill.


Create a safe space for the conversation. Prepare your loved one in advance that you would like to speak about something that could be difficult, but also will provide peace of mind that his or her wishes will be known and honored.


Maybe the first meeting would be with just you and your loved one and be more generally exploratory with an intention to schedule more specifically focused future meetings with other family members included, based on the desires of your loved one.


During this first meeting, begin by acknowledging any discomfort and your desire to create a supportive field based on clarity and understanding. If you find yourself speaking more than your loved one, ask more questions to open a space for listening and clarity.


Consider that this conversation can happen over more than one session and does not have to take place all at once.


Educate yourself about what will happen when your loved one becomes unable to handle his or her financial affairs, make medical decisions for him or herself, and then also what will happen to their assets and personal effects when they die.


Understand what your role will be if your loved one doesn’t take any action, and how that will impact you and other family members.


Be prepared to share that with your loved one so he or she can decide if the state’s default plan is sufficient to meet his or her wishes, so action can be taken if an alternative plan is desired.


If you haven’t been through your own Family Wealth Planning Session, perhaps start there. This is a Session during which we look at everything you own and everyone you love to determine what would happen if something were to happen to you, based on Hawaii’s plan for you. By understanding the default plan, specific to your personal situation, you are able to make informed and empowered choices and can then help the people you love to do the same.


Contact me and I can schedule a time to do this with you. By considering your own planning first, you can let your loved one know that you’ve looked at these issues for yourself and you would like to share what you’ve learned and perhaps invite him or her into a Family Wealth Planning Session to consider his or her options.


Then, when your loved one is ready, consider bringing him or her to meet with me for their own Family Wealth Planning Session. I am here to support you each step of the way.


This article is a service of the Law Office of Keoni Souza, LLC, an estate planning law firm in Honolulu, Hawaii. We don’t just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That's why we offer a Family Wealth Planning Session, ™ during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. You can begin by contacting our office today to schedule a Family Wealth Planning Session and mention this article to find out how to get this $750 session at no charge.


DISCLAIMER: All information available at this website are for informational purposes only and is not legal advice. You should contact an attorney directly regarding your specific situation. Use of and access to this website or any of the email links contained within the site do not create an attorney-client relationship between the Law Office of Keoni Souza, LLC and any users or any other party.

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All information available on this website is for informational purposes only and is not legal advice. You should contact an attorney directly regarding your specific situation. The use of and access to this website or the transmission of information via email or through this website does not create an attorney-client relationship between the Law Office of Keoni Souza, LLC and any users or any other party. Transmission of information via email or through this website may not be secure, therefore confidentiality cannot be assumed.  By using this website or transmitting information via email or this website, the user agrees to this information being collected, stored, or transmitted to a third-party.

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