Estate Planning for the Holidays

Estate Planning for the Holidays

The holiday season is a special time when families gather to celebrate traditions and create memories. While it’s typically a time for joy and connection, it’s also an opportune moment to discuss the inevitable future and the importance of being prepared.

Why the Holidays Are the Perfect Time to Bring Up Estate Planning

For many, the thought of bringing up topics like wills, trusts, and end-of-life wishes can feel daunting and out of place during festive times. Yet, the holidays provide a unique setting for several reasons:

  • Presence of Family: It’s one of the few times in the year when everyone is present, making it easier to communicate wishes and decisions to all involved.
  • Opportunity for Reflection: As the year comes to an end, many reflect on the past and plan for the future, making it a fitting time to contemplate estate planning.
  • A Season of Giving: The holidays revolve around the spirit of giving, and what better gift to give your family than the assurance of a well-planned future?

Approaching the Subject Tactfully

Initiating a discussion about estate planning requires sensitivity. Here are a few tips to ease into the topic:

  1. Choose the Right Moment: Find a quiet time, perhaps after a meal when everyone is relaxed, to bring up the subject.
  2. Share Personal Experiences: Discussing a recent event or news story related to the importance of estate planning can serve as an icebreaker.
  3. Express Your Intentions: Make it clear that your primary concern is the well-being and peace of mind of your family.

Key Topics to Address

When you do broach the subject, it’s crucial to cover specific aspects to ensure your family is on the same page:

  • Wills and Trusts: Discuss the importance of having a will in place and the role of trusts in safeguarding assets.
  • Healthcare Directives: Communicate your wishes regarding medical decisions in case you’re unable to make them yourself.
  • Power of Attorney: Highlight the significance of appointing someone trustworthy to make financial decisions on your behalf if required.
  • Beneficiary Designations: Ensure everyone understands the roles and responsibilities of named beneficiaries.

Involve the Younger Generation

It’s essential to involve the younger family members in these discussions. Not only will it educate them about the importance of early estate planning, but it also fosters a sense of responsibility and awareness. By framing it as a learning opportunity, you can make the younger generation more receptive and proactive about their own future planning.

Seeking Expert Guidance

While these conversations are an excellent first step, the intricacies of estate planning often require expert guidance. It’s beneficial to involve a professional, like an elder law attorney, who can provide clarity, answer questions, and guide your family through the planning process.


Discussing estate planning during the holidays, though delicate, can be one of the most enduring gifts you offer your family. By planning ahead, you ensure that your wishes are respected and that your loved ones are cared for, even in your absence. Remember, it’s not about dwelling on the end, but about cherishing and protecting the moments and memories you’re creating now.

If you’re considering starting or revising your estate plan and need expert advice, the experienced team at Beasley & Ferber is here to help. contact us to ensure that your future and that of your loved ones is secure.