Catholic Estate Planning
Memento Mori
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Critical conversations

  1 min read

Difficult conversations spring from mishandled expectations.

You should talk to anyone who is expecting or may be expecting something from your estate. Be clear about what they should expect. If anything changes, repeat these conversations.

As you saw in the introduction, these conversations make all the difference, even if you already have a will!

Though difficult, these conversations allow your loved ones to focus on their grief (and not on who’s getting what from your goods).

At the least, if you cannot bring yourself to have a conversation with someone regarding this, consider including a letter that explains why you have distributed your assets the way that you have with your reasoning. Even if your loved ones disagreed with your reasoning, at least they have heard it from you, instead of coming up with their own, perhaps irrational, reasons. You may not want your kids to guess that you gave the house to your youngest because they are your favorite – instead you can tell them because the youngest is the only one without a home, and you wanted all of your children to have a home.