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| First Person |
A Vital Dialogue
David Rubinowitz
05/03/2004
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To ensure an effective discussion:
• Choose a comfortable setting,
arrange a convenient time and location, and eliminate, or at least limit,
distractions.
• Suggest a group discussion with siblings or other family
members.
• Stress the importance of the topic and encourage an open and
honest airing of issues and goals.
• Express concern for the elderly
relatives’ future well-being and emphasize the need to implement an effective
estate plan that will serve their needs and wishes.
• Use current books
or articles on the topic to illustrate the benefits of having an estate plan and
successful planning strategies. These may include articles on the consequences
of not having a sufficient estate plan in place.
• If appropriate,
schedule more than one meeting.
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