TALK BEFORE THE CRISIS HITS
When something happens will they know what to do? Or will they be fumbling through drawers and group texts?
CREATE A DIGITAL VAULT OR SIMPLE FOLDER WITH:
• Power of attorney + healthcare proxy • Estate plan summary • Your financial advisor and legal contacts • Where documents are stored Then walk them through it calmly, clearly, before there’s urgency. This isn’t about doom and gloom. It’s about direction.
THE HARD QUESTION:
If you were hospitalized tomorrow, would your kids know who to call and what matters most to you?
THE FAMILY FINANCIAL TALK | 4
Made with FlippingBook - Online magazine maker