Workshop – The Family Meeting

Thursday, November 16th 2023 – 4 pm

What your family needs to know about your estate plan

The Family Meeting

11.16.2023 – 4 pm

A workshop exclusively for LPP members and their guests.

Because your estate plan will be implemented by other people, it’s vitally important to have good communication with them before your estate plan is needed.

If you have any family members (children, siblings, parents, etc.) who will be part of your estate plan either as Successor Trustees or Beneficiaries, having a family meeting now can make the difference between things going smoothly and having an unanticipated disaster when you become incapacitated or pass away.

But what should a family meeting look like? Is it something you can do yourself or should it be facilitated by your lawyer? How much should you reveal? How do you really prepare your loved ones for the most difficult moments they will face?

We’ll discuss all of this at our upcoming workshop. Register today to learn why family meetings are so important, how to make them effective, and how to use the family meeting to bring your family closer together.

Register Now!

Not a member of the Legacy Protection Program yet? Call us to join today. Learn more here.

Related posts:

  1. Could The New Healthcare Bill Make it Harder for You to Afford Retirement? A Great Estate Plan Can Help You Rest Easy.
  2. Estate Planning and Dementia – How Setting Your Affairs in Order Will Ease the Stress on Your Family
  3. Estate Planning and Succession Planning: Helping to Pass Along a Family Business’ Values as well as Assets
  4. Preparing for the Unexpected: What Happens to Your Kids if Something Happens to You?

Meet Your Guide: Catherine Hammond

As an attorney in Colorado, Catherine Hammond provides estate and tax planning services to individuals and businesses. Ms. Hammond’s primary focus is protecting families from the devastating legal effects of disability and death through creating comprehensive, values-based estate plans which minimize taxes, costs, and government interference. Ms. Hammond will take the time to get to know you as an individual, learning about your life and values. She will work closely with you through an ongoing relationship to ensure your personal and financial goals are met as your life and the laws change over the years.

See more about Catherine here.