From The Retirement Nerds.
Talking to your parents about estate planning can feel uncomfortable… but waiting too long can create confusion, conflict, and costly mistakes.
In this episode, Jim Burch talks about how to start the estate planning conversation with your parents — without causing tension or resistance. This conversation is essential for adult children, caregivers, and anyone navigating family financial planning.
Contact Jim:
service@easylegalplanning.com
https://easylegalplanning.com/
OTHER ESTATE PLANNING VIDEOS:
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Erik@TheRetirementNerds.com
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⏰ TIME CODES ⏰
0:00 How to Start The Conversation
4:01 What Benefits Can I Present?
5:40 The Right People in the Right Seats
7:28 Multiple Decision Makers
9:37 Emotions vs Logic
11:30 Guilt of Decisions
12:58 Tips on Starting the Conversation
14:35 Other Resources
16:23 Where to Get Help
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#medicare #theretirementnerds #socialsecurity #retirementnerds #finance #estateplanning #estateplan
Disclaimer:
This is not legal advice. Please consult with an estate planner around your specific situation.
