Some people might have misgivings about having a third-party advisor present at an otherwise private family gathering, and it is certainly not a mandatory step. However, you might want to consider inviting your financial advisor, estate planning attorney, or accountant to the meeting for the following reasons:
Tailor the role of your financial advisor, attorney, and accountant in your family meeting to your specific needs.
Whoever you include can give a brief presentation of your estate plan as part of the proceedings, or simply be on hand to clarify points.
When appropriate, someone from your team can even act as a facilitator or moderator for the meeting itself.
Best of luck over the holidays! Enjoy them with your loved ones and make the best of your time together. Peace, Love and Wealth for the New Year!
Yahima Suarez, Esq.
Yahima Suarez, PA
Life Planning & Beyond