Monday, May 20, 2013
Family meetings are common after a medical crisis, but they can also be invaluable in resolving complicated financial issues as well as legal planning for elderly family members. Here are some tips on starting, and getting the most out of, family meetings:
- Be inclusive by finding a date where everyone in the family can meet. And ensure everyone has a chance to get their opinion across, especially any person you’re making decisions for.
- Have family meetings before any serious health issues arise.
- Hire a professional with expertise in the area of dispute to help resolve conflicts. Consider a mediator if disputes get heated.
- Set an initial agenda and invite any suggestions of other items that need to be discussed
See Kelly Greene, When It’s Time to Huddle, The Wall Street Journal, May 10, 2013.