There is no shortage of questions to ask your estate planning attorney. Not only should you feel comfortable asking whatever is on your mind, but you shouldn’t hesitate to do so. They’re on your side, and you should take advantage of their knowledge as often as possible.
Of course, it’s your hope that you don’t often have questions for your estate planning attorney. This means that you’re confident that you have the right plan in place.
If you’re wondering what types of questions you can ask your estate planning attorney, here are some ideas to point you in the right direction:
- Should I make changes to my estate plan or keep it as is?
- What are your thoughts on how to best create a first estate plan?
- Is someone in my position best off with a Trust or a Will?
- What can I do in regards to incapacity planning to give me and my family more peace of mind?
- What’s the best way to approach long-term care planning?
- How do retirement planning and estate planning work together?
- What impact does having a child have on my estate plan?
- What is the probate process and what’s the best way to avoid it?
- What’s the right way to name a guardian for my children who are under the age of 18?
These are far from the only questions to ask your estate planning attorney, but they should give you a clear idea of the types of details they can address with you.
The last thing you want to do is keep your thoughts bottled up inside. When you do this, there’s a greater chance of making a mistake that causes stress and puts you and/or your family in a potentially bad situation.
If you have unanswered questions about estate planning, contact us today. We’re here to help!
- Using Disclaimers to Achieve Client Goals - May 11, 2021
- What Keeps a New Mom Up at Night Besides the Baby? - May 6, 2021
- Financial Planning: Here’s What You Need to do - May 5, 2021
