May 26: Communication with the Future Owners
The fourth Your Legacy, Your Land webinar was help on May 26, 2016. The recording, power point slides and additional resources can be found below.
During this webinar, we reviewed:
- What we have covered in the previous three months:
- Creating an estate overview
- Goals setting for you and together with your co-owners
- Who will be your heirs
- Communication with the next generation of owners: understanding different generations and how to manage the differences
- Sharing your goals with the next generation
- Planning for a family meeting
- Worksheet 5 - Selecting Your Heirs: look at who your potential heirs are, think about how engaged they are with your land and how you might be able to increase that engagement.
- Worksheet 6 - Documents You Need For Your Estate Plan: Do you have all the important documents that you will need for your estate plan? Does your family know where those documents are? This worksheet will help you document this information.
Additional Resources
- Leaving a Legacy for the Next Generation webinar by Clint Bentz (November 2011): Looks at the different generations from the G.I. (1901-1924, Silent (1925-1942), Boomers (1943-1960), Gen X (1961-1981), Millenials (1982-200?), Post Millenials (?-?)
- MassWoods: Good information on holding a family meeting and communicating with your family
- Ties to the Land article on Successful Family Meetings: help planning a successful meeting with your family about the future of the land.
Next Month's Worksheet
| Attachment | Size |
|---|---|
 your_legacy_your_land_may_slides.pdf | 8.41 MB |
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