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Important Topics to Discuss with Your Decision Makers

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After creating their estate plan, some clients are eager to discuss it with their decision makers, while others are reluctant to start the conversation. Both responses are understandable, but there are some discussions that you should make an effort to have with your decision makers. So how do you facilitate that?

  • First, understand who your decision makers are. These are the people who would step into your shoes if you were to become incapacitated or pass away. They are your successor trustees, executors, financial power of attorney agents, and/or health care power of attorney agents. Once you understand who you need to share this information with, what should you discuss?
    • First, you need to discuss where your decision makers can find your estate planning documents if something happens to you. Do you have a safe you plan to keep the documents in? Is there a combination that your Trustee will need to know to access your documents?
  • Next, health care documents. Your health care documents include your Health Care Power of Attorney naming your agent who will step in if you become incapacitated; your Living Will explaining what type of care you would like in certain scenarios; and your HIPAA Release so whoever you have named as your agent can get the information they need.
    • Next, in line with giving copies of your health care documents to your agents, it is important for you to understand that your documents can be a good prompt for important conversations with your family members regarding what types of care you would want in certain scenarios.

In conclusion, the more you discuss your estate plan and your wishes with your family, the better they will work for you. If you or your loved ones ever have questions, be sure to call us at Sinclair Prosser Gasior to set up a thorough review of your estate plan.

For more information, please join us for an upcoming FREE seminar. If you have questions or concerns about your estate plan, contact the experienced estate planning attorneys at Sinclair Prosser Gasior by calling (410) 573-4818 to schedule an appointment. Sinclair Prosser Gasior Annapolis Headquarters office is now located at 183 Harry S. Truman Pkwy, Suite 104.

Jon J. Gasior, Estate Planning Attorney
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About Jon J. Gasior, Estate Planning Attorney

His personal experience with family and the problems that resulted from their failure to create an estate plan resulted in his desire to learn more about this area of the law. From his work in the Elder Law Clinic, he further realized the need to plan not only for death, but also for incapacity during their lifetime. About the Author !