One of the most common estate planning mistakes isn’t about missing paperwork… it’s about missing conversations. Many families never talk openly about their wishes until it’s too late, leaving loved ones unsure how to make decisions when the time comes.
Clear communication today can prevent confusion and conflict later. Whether you live in Metairie, New Orleans, or anywhere in Louisiana, these are three important conversations to start with your family.
Clear communication today can prevent confusion and conflict later.
Conversation #1: Who will care for you if you become incapacitated
No one likes to imagine becoming unable to make their own decisions, but unexpected illness or injury can happen to anyone. Talk with your family about your wishes for medical care, finances, and living arrangements if you’re ever incapacitated.
Consider establishing a Durable Power of Attorney and Healthcare Power of Attorney, which legally allow a trusted person to handle your affairs or make medical decisions on your behalf. Discuss these choices in advance, and confirm that the person you choose understands and is willing to take on the responsibility.
Conversation #2: Where your will and important documents are located
Even the most well-prepared estate plan is only helpful if your family knows where to find it. Make sure at least two or three trusted people know where to locate your Last Will and Testament, insurance policies, account information, and other vital records.
If you’ve provided written instructions, review them together so there’s no confusion during a stressful time. This conversation can make all the difference in ensuring your wishes are honored smoothly.
Conversation #3: Who will care for your children or dependents
If you have young children or dependents, this is one of the most important decisions you can make. Discuss your choice of guardian with your family and explain your expectations for your children’s care, education, and upbringing.
If possible, allow your children to get to know their potential guardian so the transition feels more natural if the time ever comes. These conversations can be emotional, but they also offer peace of mind.
Why these conversations matter
Estate planning isn’t just about documents and legal terms; it’s about protecting the people you love and reducing stress during life’s hardest moments. Having open and honest discussions about your wishes ensures that your family can act confidently and compassionately when decisions must be made.
If you’re ready to begin your estate planning journey, I’m here to help guide you through every step, from drafting your will to preparing the documents that bring peace of mind.
Call (504) 456-8683 or email michael@calogerolaw.com to schedule a consultation.
