Estate Planning Conversations at Thanksgiving

Thanksgiving is traditionally a time for gratitude, family, and togetherness. With loved ones gathered around the table—often from far and wide—it can also be a valuable opportunity to discuss important matters that too often get postponed. One of those topics is estate planning.

While talking about wills, powers of attorney, or trusts might not feel like holiday conversation, there’s no better time to ensure your family is informed, prepared, and on the same page. A thoughtful, well-timed conversation can help avoid confusion, conflict, and stress down the road.

Here’s how to approach the topic and what to consider discussing.

Why Thanksgiving?

Thanksgiving is one of the few times many families are all in one place. The holiday’s warm, reflective tone can create a comfortable environment to bring up serious subjects with care. It’s not about handing out copies of your will at the dinner table—it’s about opening the door to future communication and making sure key people know your wishes.

What to Discuss

• The Existence of Your Estate Plan Let your family know whether you’ve completed an estate plan—and if not, share your intention to do so soon. If you already have a will, trust, or powers of attorney in place, mention where those documents are stored and who has access to them.

• Key Roles and Responsibilities You don’t need to disclose all financial details, but it’s helpful to share who you’ve named as executor, trustee, or agent under a power of attorney. Make sure those people are willing and understand their responsibilities. Surprises after the fact often lead to resentment or disputes.

• Your Healthcare Wishes Advance directives, healthcare powers of attorney, and living wills spell out your wishes in case of serious illness. These are deeply personal decisions, but making your preferences clear can prevent guilt or family disagreement in the future.

• Guardianship for Minor Children If you have young children, let family members know who you’ve named as guardians in your will. This is a difficult conversation, but it’s critical to your child’s well-being if something happens to you.

• Special Assets or Family Heirlooms Many family disputes arise not from large sums of money, but from emotionally charged items like jewelry, furniture, or keepsakes. If certain items are earmarked for specific people, letting them know now can prevent misunderstandings later.

How to Start the Conversation

• Pick the right time: Not during dinner, but perhaps afterward while relaxing or during a walk.
• Frame it with care: Emphasize that your goal is to reduce stress for everyone later—not to spark drama.
• Keep it light but honest: You’re not announcing doom; you’re planning wisely.

Conclusion

Thanksgiving offers more than just turkey and pie—it’s a chance to protect your family’s future. By starting the estate planning conversation now, you’re giving your loved ones clarity, peace of mind, and one more reason to be thankful.

If you need help creating or updating your estate plan, we’re here to guide you with compassion and experience.