When you think about giving back to your parents, estate planning may not be the first thing that comes to mind. But helping your parents with their estate plan is one of the most meaningful ways to support them.
Whether it’s creating a trust, assigning power of attorney, or preparing an advance medical directive, estate planning gives your parents control over their financial plan and healthcare decisions — both in the present and for the future.
In this article, we’ll cover what you and your siblings need to know to help your parents take the next steps with confidence. And why starting the process can be easier than you think.
San Diego Estate Planning
San Diego Estate Planning
Dive into the world of estate planning with this quick and straightforward video…
Why sooner is better
Many families delay talking with their elderly parents about estate planning because it feels uncomfortable or complicated. But putting it off can create far more stress later, especially during a medical crisis.
Without a plan, families often face unexpected legal challenges — including going to court for authority over medical or financial decisions. That’s why it’s best to start the conversation early, before health concerns or cognitive decline force the issue.
If you’re unsure how to begin, these simple, thoughtful steps will help open the discussion.
- Don’t wait for an emergency. Bring estate planning up while everyone is healthy and in a positive place.
- Use a conversation starter. Try asking what they want, or what they or their friends have already considered. Sometimes starting your own estate planning can also help.
- Decide who takes the lead. If you have siblings, is one closer than the others to your parents? Would they prefer a private conversation or one with the whole family?
- Expect it to take time. Your parents may be reluctant to discuss their end-of-life wishes or their finances. This may be the first of several talks, and that’s okay.
- Focus on their wishes. Estate planning is about what they want — not what you think should happen. Talk to them first about topics like aging in place versus senior living communities and let their answers guide decisions.
Remember, these are difficult conversations, but they become easier with preparation. By starting early, everyone can participate and your parents stay in control of their own future.
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It starts with a conversation
Helping your parents withestate planningbegins with listening and respect. Before discussing paperwork or making major decisions, ask about their medical, financial, and legacy goals. Then give them space to share without interrupting, pushing your opinions, or making assumptions. Your job is to understand what matters most and help them take the next steps.
However, if you’re concerned your parents are at risk, you may need to enlist a third party to intervene. For example, if you’re worried your father shouldn’t drive anymore, discuss this with his doctor.
Still unsure about how to talk about estate planning with your parents or hit a roadblock? Rodney J. (“Rod”) Hatley, estate planning attorney in San Diego, can help you move forward. With his support, families can navigate tough conversations, clarify options, and create plans that reflect their parents’ goals and values.
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TV and Radio stations throughout San Diego rely on Rod’s expertise regarding estate planning.