Three Hints for Creating the Estate Plan That Is Right for You

As much as we don’t like to think about it, and as hopeful as we are that the dates of our deaths are far in the future, we know that eventually we will all die. While we all have that in common, what happens after our deaths will be unique. How our families will be treated and how our assets will be distributed will be based on the unique terms of our wills, trusts, and other estate documents.

Creating an Estate Plan Is Not a One-Size-Fits-All Project

Instead, it is important to customize the terms of your will, your trust, and your other estate planning documents so that your estate planning goals are met. You can do this by:

  • Thinking about your priorities before meeting with a lawyer.
  • Being honest with your estate planning lawyer about what you want to accomplish.
  • Listening to your lawyer’s questions and advice for accomplishing your goals.

Your estate should be planned without the undue influence of others. If you want to leave your money to a specific charity then that is your right and your potential beneficiaries, such as your children, should not influence your decision.

Make Sure Your Estate Plan Reflects Your Wishes

It is important to be specific and to make sure that every document in your estate plan consistently reflects how you want your assets distributed. Please schedule a meeting with us today if we can be of any assistance to you as you create your new estate plan. We welcome your inquiry at any time via the live chat button on this page.

 

James F. Roberts
Founder and owner of the Law Office of James F. Roberts and Associates, a premiere estate planning law firm
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