Estate Planning for Families

Recently, I hosted a webinar with Ayana Johnson esq. of Johnson Legal in which we discussed the basics of estate planning including the definitions of estate planning concepts and documents as well as how emotions and relationships are part of the legacy planning process.

In our webinar, we discussed the intersection of estate planning and emotional well-being. Specifically, we explored how people can begin the estate planning process from a relational perspective as well as from a legal perspective. Ayana did an amazing job defining and explaining the common documents and terms involved in the legal process of Estate Planning. I then emphasized the emotional challenges that can arise during the planning process and provided strategies for effective communication within families to mitigate conflict and ensure a smooth transition of assets.

Check out the full recording below and feel free to share this with anyone you feel may benefit from this information!