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Home / Estate Planning / Do These Things to Prevent Estate Planning Problems

Do These Things to Prevent Estate Planning Problems

November 7, 2020 by Brandon McGee

Regardless of your age, financial circumstances, and health, you need an estate plan. Not only will this protect you now, but it’ll do the same to your assets and loved ones upon your death.

The trouble with estate planning is that most people don’t know what they’re doing. It sounds simple enough, but as they begin to answer a variety of key questions they find that nothing could be further from the truth.

You can take a variety of steps in an attempt to prevent estate planning problems. Here’s what you should do:

  • Consult with an estate planning attorney: DIY estate planning is a risk, as you don’t have the knowledge necessary to make informed and confident decisions. Subsequently, you could make a mistake that puts you, your loved ones, and/or your estate at risk.
  • Include your spouse: If you’re married, include your spouse in everything you do. This gives them a clear idea of where things stand in regards to your estate plan, as well as where they fit in.
  • Don’t leave any gray area: This is where many people slip up. They think their estate plan is in order, but in all actuality, there’s a lot of gray area that can cause trouble down the road. For instance, if you alter your will, make sure that this is clear. You don’t want there to be a situation in which two wills are found after your passing.

These are the types of steps you can take to prevent estate planning problems. You may still run into issues every now and again, but that’s okay. There’s nothing you can’t manage if you take the right approach.

Should you have questions or concerns about your current estate plan or the future, contact us for all the guidance you need. We’re happy to put you on the right track.

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Brandon McGee
Brandon McGee
Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.
Brandon McGee
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Filed Under: Estate Planning

About Brandon McGee

Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.

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Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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