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Home / Estate Planning / Have You Answered These Beginner-Level Estate Planning Questions?

Have You Answered These Beginner-Level Estate Planning Questions?

December 28, 2022 by Brandon McGee

As someone who is new to estate planning, you can expect to have reservations about whether or not you’re making all the right moves. Along the way, it’s natural to have various questions related to estate planning.

Here’s the problem. Many people have questions but neglect to answer them. And when that happens, they’re never able to move to the next step in the process. 

Here are three beginner-level estate planning questions that can put you on the right track.

beginner-level estate planning questions

1. What do you hope to accomplish through estate planning?

This is one of the first questions to answer. Knowing what you want to accomplish will help you take the right path forward. Do you want to ensure that your children are protected upon your passing? Is incapacity planning most important to you?

Create a short list of attainable goals and work forward from there. 

2. What have you done to date? 

For some people, the answer is easy: nothing. But others may have taken some estate planning steps already. If you’ve done anything, consider how it’ll impact the steps you’re taking now. You can’t simply ignore what you’ve done in the past. 

3. Who can you turn to for estate planning assistance?

Estate planning isn’t something you want to tackle on your own. While you can research all aspects of estate planning online, there will come a point when you need professional guidance. That’s when you should consult with an experienced estate planning attorney. They can answer all your questions and provide the guidance you’re seeking.

No matter what types of questions you’re facing, don’t lose sight of the fact that there’s always an answer and a solution. Contact our law firm online or via phone at 817-899-3286 to discuss your estate planning needs in detail. 

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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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