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Home / Estate Planning / Top Questions Among First-Time Estate Planners

Top Questions Among First-Time Estate Planners

July 21, 2021 by Brandon McGee

Are you in the process of creating an estate plan for the first time? Are you anxious to get this over with, but scared that you could make some costly mistakes along the way?

You’re not alone. Creating an estate plan – especially for the first time – can bring a lot of stress to your life. However, once you make your way through the process, you’ll look back and realize that it is well worth it.

Here’s the one thing you always need to remember: no stone should be left unturned.

In other words, if you have questions or concerns, address them immediately. Don’t turn away and assume that you’ll have time to revisit them in the future.

Here are some of the top questions to answer as you think about creating your first estate plan:

  • Do you have a list of all your assets and liabilities?
  • Who do you want to leave your estate upon your passing?
  • Could you benefit from the creation of a living trust?
  • Who will you name as the executor of your estate?
  • Who will you name as the guardian of your children (if applicable)?
  • What are you hoping to accomplish with your estate plan?
  • Are you familiar with the many types of powers of attorney?
  • What will you do with your estate plan upon completion?

These are just a few of the many top questions among first-time estate planners. Of course, you’ll have more based on your particular circumstances, so be sure to bring those to light as well.

At our law firm, we have many years of experience helping individuals create their first estate plan.

If you’re in this position, we’re here to help. Contact us to set up a consultation during which we can answer your questions and provide a roadmap for moving forward.

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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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