With a current Will in hand, family members are ready to meet and talk about their legacies, now.
Not after someone dies, but now, when the conversation can be about so much more. Every family will have their own unique conversation – and we recognize that, at first, it may be a bit awkward – but we suggest using all or any one of the following topics from Tom’s book to get things started;
- What word best describes our family? Share a family story that helps explain the word you selected.
- Describe how your parents acquired their wealth. Share a memory of something your parents did to provide for you that left a lasting impression.
- How would an inheritance advance your dreams for yourself, your family and your community?
- In the context of planning for the division of your assets, does fair mean fair or does fair mean equal? Who are you planning on leaving your wealth to and will you share a copy of your Will with me?
- Describe how your parents divided their assets and when you first learned of the contents of their Will. What will you do the same and what will you do differently?
- Describe the role you play or played in the final care of your parents. Can you name one thing that was or is being done well, and one thing you could change or wish you had done differently?
- Describe in detail your last wishes.
Over time, families may develop new topics and each generation will bring something unique to the conversation, but, above all else, just have the conversation.
After all,” Death is what you make it.”