Tips to Get Started on Estate Planning – Estate Planning Attorney

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Tips to Get Started with Estate Planning
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Building a good estate plan will ensure that your
assets go where you want after your demise. But,
if you are not sure how to get started, here are
a few tips.
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Create a Deadline Set a deadline to create an
estate plan since everyone acts quickly when
there is a deadline. Give yourself enough time to
gather the information you will need to create a
will, confer with your attorney, and have the
plan completed. But, choose a date that is not
too far.
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Gather Financial Information List all your
assets and investments, showing their current
market value, debts against them, and net values.
Start a physical file where you place deeds and
current statements, so you can show them to your
attorney.
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Choose an Executor When choosing an executor,
find someone outside of the family, such as a
professional lawyer or an accountant. The
executor should be someone you trust, whose
judgment you respect, and who will carry out your
wishes.
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Select Your Attorney An estate attorney will
help guide you through several issues such as a
living will. They will also make sure that
documents are drafted properly according tostate
laws, and that the language is structured in a
way that makes your wishes clear to your executor
and heirs.
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