2 min read

Get Ready! Money Pros Guide – Week 🔟: Have a Family Transition Meeting With Your Parents and Siblings

Get Ready! Money Pros Guide – Week 🔟: Have a Family Transition Meeting With Your Parents and Siblings

Get Ready! Money Pros Guide – Week 🔟: 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 week’s Get Ready Update? Let’s go!

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

👉 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.

👉 Your health care directives and final wishes can be followed. If no one knows about them, they can’t be followed.

👉 Make sure that everyone knows how assets will be distributed.

⭐️ **Pro-tip**:

👉 The key is that parents need to be willing to open up about their financial life and understand that it is for everyone’s benefit. This will help when it’s time for an heir to “step into” their parent’s financial life.

💭 **Habit of the week**: The Get Ready Habit that you can focus on this week.

👉 Communicate with your parents and/or your siblings about a money topic.

💡 **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))

👉 How do you feel about communicating with your parents and siblings?

**Get Ready Insiders:**

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

👉 The Get Ready Blueprint Week 10. This week, you’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 you’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

🔙 TO WEEK 9️⃣      GO TO WEEK 11

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.

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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.

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