Estate Planning through Family Meetings (EPUB)

(without breaking up the family)

This is intended for a global audience.

ISBN: 978-1-77040-894-4

Ensure your family plans for the future without fighting! Use the steps in this book to plan ahead, hold meetings with your family, learn how to document the plan, and make it legal.

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Estate planning and writing a will are among the last things families want to think about, and yet they are so important. You want to ensure that your parents have their affairs in order before they pass away, but you probably don't want to bring it up and risk upsetting them or looking greedy.

Estate Planning through Family Meetings (without breaking up the family) presents an easier way to handle estate planning: through a process of meetings and note taking. As author and lawyer Lynne Butler explains, holding a family meeting to discuss what should happen to a parent's estate is an effective method, because it allows each member of the family to talk openly, ask questions, and work together, so that everyone feels they've had their say.

Using the steps outlined in the book, the author shows you how to plan ahead, hold meetings with your family, learn how to document the plan, and make it legal. She covers the issues you'll need to be aware of to do it properly, the legal consequences of insufficient planning, and how to deal with special circumstances such as family businesses, cottages, and trusts.

More Information
Subtitle (without breaking up the family)
Publication Date Jan 31, 2019
Market Global
PDF Preview Download URL http://www.self-counsel.com/docs/estate_planning_through_family_meetings.pdf
Operating System This eBook is in the EPUB 2.1 format and will work with any reading device (including iPad, Kobo, Nook, and Sony ereaders) or desktop software which supports this format or earlier versions. This includes Apple, Sony, Kobo, and Barnes & Noble ereaders. Learn more about buying and installing ebooks.
File Size 2.71 MB
ISBN 978-1-77040-894-4
Library Sales? Not for sale to libraries.

Author Details - Lynne Butler, BA, LLB

Lynne Butler has worked in estate planning and law for over 20 years. She is a frequent speaker on will and estate matters, and has been a Learning Group facilitator for the Wills and Estates module of the bar admission course in Alberta. She is also the author of Protect Your Elderly Parents: Become Your Parents' Guardian or Trustee, and Succession Planning Kit for Canadian Business, also published by Self-Counsel Press.
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