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This article brought to you courtesy of Paula Walker of Confluence Law Center, Gresham Outlook Estate Planning Insider Expert.

Paula Walker

Continuing our series on why having a Will or Trust is important for you to consider.

One of the many advantages in creating an estate plan, Trust or Will is family harmony. The certainty and clear direction that you provide with a well-thought out and executed estate plan is one of the greatest gifts to those who will support you and fulfill your directives. To achieve your purpose, it is best to talk with your family about your intentions now.

The holiday season is a prime opportunity—with much of the family already gathered in one place—for such a discussion. Be thoughtful about this for your sake and theirs. Tell them in advance that you want to have this discussion. Set aside a quiet time and space. Keep this first foray brief. Its purpose is to convey that you have a plan. Explain your intentions i.e. to provide clear direction and guidance to help them help you at some future date. Talk process, not content which is your private affair. Though discussions of death and incapacity can be awkward to initiate, you provide a model for your family to follow that can benefit them. Often such conversations serve to bring the family closer.

Ask your estate planning attorney for guidance in preparing for a family discussion.

Be of good cheer. Be of good will(s). Deepen your holiday with a brief family discussion of the planning you've done for their sake and yours.

Your Life. Your Legacy. Your Way. Confluence Law Center, serving Clackamas, Hood River, Deschutes and Multnomah Counties.

Confluence Law Center

24461 E. Welches Road, Suite 4

Welches, OR 97067

503-616-3113

www.confluencelawcenter.com

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