Estate Planning Conversations During the Holidays
Jerry Schnurr III

As the holiday season brings us together—from grandparents to grandchildren—it’s more than feasting and festivity. It’s also a rare chance to reflect on the future. These special gatherings, rich with shared meals, stories, and traditions, offer a comfortable setting to discuss important (and often postponed) topics like estate planning.

 

At Schnurr Law Firm, P.C., we help Fort Dodge families turn these conversations into practical next steps—so your wishes are clear, your loved ones are protected, and your legacy is honored.

Why Discuss Estate Planning Now?

Many families still don’t have the basics in place. Statistics show that nearly 55% of U.S. adults don’t have a will or estate plan. When no clear plan exists, probate can consume 3–7% of an estate and delay resolution for years. Families without plans often face disputes, with 58% reporting posthumous conflicts. A little planning now can spare loved ones stress later.

Breaking the Ice with Questions

Questions to Ask Parents

  • Do you have an up-to-date will or trust in place?

  • Who have you chosen to make financial and medical decisions if you’re unable to?

  • Have you shared your wishes for medical care and end-of-life planning?

  • If something happened tomorrow, would we know where to find your important documents and accounts?

  • Are there heirlooms or traditions you’d like us to know the stories behind?

  • Do you feel confident that the people you’ve chosen to handle your affairs are still the right ones?

Questions for Adult Children

  • Do you know where to find my important documents in case of an emergency?

  • Have you considered creating your own will or estate plan?

  • If you received an inheritance tomorrow, would you know what to do with it—or who to turn to for help?

  • Are there family keepsakes or traditions you’d be heartbroken not to have carried forward?

  • If you had to step in to help us—financially or medically—what support would you need?

Initiating the Conversation

Choose a quiet moment—a walk after dinner, a cozy chat in the living room—not the middle of the main meal. Framing the discussion as a gift of foresight and care helps ease discomfort. Emphasize that the goal is to protect relationships and preserve family stories and values.

The Gift of Clarity

Having the “estate planning conversation” now can prevent misunderstandings and emotional pain later. By addressing these matters proactively, families safeguard loved ones from uncertainty and potential legal disputes.

How Schnurr Law Firm, P.C. Can Help

We offer clear, approachable guidance on wills, trusts, powers of attorney, and advance directives—tailored to your family, assets, and goals. If you’re unsure where to start, we’ll walk you through what to consider and help you prioritize next steps.

Ready to talk?
Call (515) 576-3977 or visit us at 822 Central Avenue, Ste. 405, Fort Dodge, IA 50501 to schedule a consultation.

 

Bottom line: Estate planning is a powerful act of love—ensuring your legacy and values are honored for generations to come.