Tips on Having a Successful Family Meeting

May 20, 2013

Family meetings are common after a medical crisis, but theycan also be invaluable in resolving complicated financial issues as well aslegal planning for elderly family members. Here are some tips on starting, and getting the most out of, familymeetings:

- - Be inclusive by finding a date where everyone inthe family can meet. And ensure everyonehas a chance to get their opinion across, especially any person you’re makingdecisions for.
  - Have family meetings before any serious healthissues arise.
  - Hire a professional with expertise in the areaof dispute to help resolve conflicts. Consider a mediator if disputes get heated.
  - Set an initial agenda and invite any suggestionsof other items that need to be discussed

See Kelly Greene, When It’s Time to Huddle, The WallStreet Journal, May 10, 2013.

Posted in:

Death Event Planning, Disability Planning - Health Care, Disability Planning - Property Management and Estate Planning - Generally