Estate Planning with Intention
Estate planning is about more than documents and technical strategies. Effective planning requires understanding how families communicate, make decisions, and define long-term priorities.
In this webinar, attorneys Martin Shenkman and Sonia Muñoz Gallagher discuss how advisors can approach estate planning conversations with greater clarity, empathy, and intention. Their discussion focuses on building trust, identifying client priorities early, and designing plans that reflect both practical needs and personal values.
Understanding Family Dynamics and Decision-Making
Families approach planning conversations in different ways. Multigenerational involvement, shared decision-making, and strong family ties can all influence how planning discussions unfold. The speakers highlight the importance of recognizing these dynamics, so advisors can guide conversations more effectively and reduce misunderstandings throughout the planning process.
The webinar also addresses how thoughtful planning can support smoother communication across generations and help manage expectations as family circumstances evolve.
Clear Communication and Practical Tools
Clear communication is a cornerstone of successful estate planning. The discussion emphasizes taking the time to explain complex concepts, confirm understanding, and create space for meaningful dialogue. The panel also explores how planning tools and technology can be used thoughtfully to support clearer, more inclusive conversations.
Aligning Plans with Values and Long-Term Goals
Estate plans often reflect more than financial objectives. Many families want their plans to promote responsible stewardship, support future generations, and align with deeply held values. The speakers discuss practical ways to incorporate these priorities into planning through flexible drafting, letters of wishes, and intentional design choices.
Planning with Flexibility and Care
The webinar concludes by emphasizing the importance of flexibility. By drafting plans that can adapt over time, advisors can help ensure estate plans remain effective as families grow, circumstances change, and planning needs evolve.
Watch the full webinar above to gain practical insights on serving Hispanic families with thoughtful, compassionate estate planning approaches that support strong client relationships and lasting outcomes.