Get Ready! Money Pros Guide โ€“ Week ๐Ÿ”Ÿ: Have a Family Transition Meeting With Your Parents and Siblings

**Have you talked with your parents about money and their wishes?**

Ready to hop into this weekโ€™s Get Ready Update? Letโ€™s go!

โœ… Week **#10** Action Item: Have a family transition meeting with your parents and siblings

๐Ÿ‘‰ This week, schedule a family transition meeting with your parents and siblings. This will ensure that there is a plan that can be followed. This helps avoid issues later on.

๐Ÿ‘‰ Your health care directives and final wishes can be followed. If no one knows about them, they canโ€™t be followed.

๐Ÿ‘‰ Make sure that everyone knows how assets will be distributed.

โญ๏ธ **Pro-tip**:

๐Ÿ‘‰ The key is that parents need to be willing to open up about their financial life and understand that it is for everyoneโ€™s benefit. This will help when itโ€™s time for an heir to โ€œstep intoโ€ their parentโ€™s financial life.

๐Ÿ’ญ **Habit of the week**: The Get Ready Habit that you can focus on this week.

๐Ÿ‘‰ Communicate with your parents and/or your siblings about a money topic.

๐Ÿ’ก **Get Ready Money Guide Tip**: Discussion prompts and ideas for those following The Get Ready Guide Kit ([access from your dashboard](https://www.tonysteuer.com/login))

๐Ÿ‘‰ How do you feel about communicating with your parents and siblings?

**Get Ready Insiders:**

๐Ÿ“ Access your guided walk-through, fillable PDF’s and worksheets for this week’s action item (#7) from your dashboard.

๐Ÿ‘‰ The Get Ready Blueprint Week 10. This week, youโ€™ll walk through the items to cover in your family transition meeting.

Note: These resources are only available for Get Ready Insiders. If you are a long time subscriber, you can access the worksheets through The Get Ready Toolkit.

Access Your Dashboard here

**Become a Get Ready Insider and get access to:**

– A deeper dive on each weekly action item with insider tips and fillable worksheets.
– A guided walk-through of The Get Ready Method.
– The Get Ready Toolkit, a library of resources and worksheets to help you be financially prepared.

Become a Get Ready Insider and youโ€™ll have access to it all, and more!

PS. As an insider, you will also help support the Get Ready Newsletter and The Get Ready Money Podcast

Become a Get Ready Insider

๐Ÿ”™ TO WEEK 9๏ธโƒฃย  ย  ย  โฉ GO TO WEEK 11 โฉ

About Tony Steuer

I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry.

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.