ARTICLE: Discussing Estate Planning with a Hesitant Spouse

Discussing Estate Planning with a Hesitant Spouse

If your spouse is hesitant about estate planning, it’s important to address the situation with sensitivity and patience. Estate planning can be a daunting topic for many and understanding each other’s concerns can lead to a more cooperative approach. By communicating openly and highlighting the benefits, you can work together to create a plan that provides security and peace of mind for your family.

Here are a few strategies that might help:

Communicate Openly: Share your concerns and reasons for wanting to plan ahead. Emphasize the benefits of estate planning, such as ensuring your wishes are carried out and providing security for your family.

Education: Sometimes, reluctance comes from a lack of understanding. Educate your spouse about the importance of estate planning and how it can help avoid complications and disputes in the future.

Start Small: Propose starting with a simple plan or a specific aspect of estate planning. This can make the process feel less overwhelming and more manageable.

Professional Guidance: Suggest meeting with an estate planning attorney together. A professional can provide clear information and address any concerns or misconceptions.

Address Fears: Understand if there are specific fears or objections your spouse has about estate planning and work to address them directly.

Highlight Benefits: Focus on the positive aspects, like ensuring your loved ones are taken care of and potentially simplifying the process for them.

Be Patient: Sometimes, it takes time for someone to come around to the idea. Be patient and keep the lines of communication open.

Start the Process on Your Own: If your spouse is still hesitant, consider beginning the estate planning process on your own. You can draft basic documents such as a will, healthcare directives, or a durable power of attorney. By starting with these manageable steps, you can make it easier to show your spouse the value and importance of having a plan in place. This approach might also help demonstrate your commitment to the process, making it more likely that your spouse will eventually feel comfortable participating.

By taking these steps, you can help alleviate concerns and move towards a plan that meets both of your needs. If you’re struggling to find common ground, consider reaching out to Roth Elder Law. We can provide valuable guidance and help facilitate a productive conversation between you and your spouse. Call us today to schedule an initial meeting at 607-962-6162 or complete this intake form and we’ll be in touch.

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We at Roth Elder Law, PLLC, believe in providing services in a way that clients can easily understand and meaningfully participate in designing and maintaining their estate plan for their loved ones, as well as be assured that their plan will be administered according to their wishes.