This book presents an easier way to handle estate planning, which the author calls, the "Family Meeting Way." Many people ask, "How do I talk to my parents about estate planning and encourage them to take the necessary steps?" This book shows them how to hold a family meeting and how to get it done.As the author explains in the book, holding a family meeting to plan an estate is usually the easiest method because it allows the family to talk openly about the issues, ask questions, and work together. Using the steps outlined in this book, people can plan ahead by holding an intergenerational family meeting about estate and incapacity planning. The book covers how to document the plan to make it legal, what issues need to be covered to do it properly, what the legal consequences are of insufficient planning, and how to deal with special circumstances such as family businesses, cottages, trusts, and disabled children.
Estate Planning Through Family Meetings
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About the Author
Lynne Butler, BA, LLB, has worked in estateplanning and law for over 20 years. She is a frequentspeaker on will and estate matters and is a LearningGroup facilitator for the Wills and Estates module ofthe bar admission course.
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Most helpful customer reviews
Format:Paperback|Amazon Verified Purchase
You can read a brief section each day if you like. I however couldn't put it down: it is thoroughly enjoyable, readable, and immensely valuable. Thank you Lynne for sharing so much and so effectively!
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2 of 2 people found the following review helpful
5.0 out of 5 stars
Estate Planning
Sep 22 2010
By Ronald L. Gillum
- Published on Amazon.com
Format:Paperback|Amazon Verified Purchase
This book offers suggestions for discussing their inheritance with your children or other heirs. Doing this, with honest discussions with your children while you are still living, can prevent disputes among the children after your death. It also allows you to make your intentions clear to all involved. It further allows the children to prepare their own wills with appropriate consideration of any potential inheritance. It just makes good sense, and the book is a welcome discussion of how to do this.
1 of 1 people found the following review helpful
5.0 out of 5 stars
Very informative book!
Nov 26 2012
By Raymond W. Johns
- Published on Amazon.com
Format:Paperback|Amazon Verified Purchase
I have read the book from cover to cover and as a financial planner, think this book is excellent for anyone.
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