Planning for Meeting with Estate Planner
Whether you are planning on meeting the estate planning attorney for the first time or the fifteenth time, there are a few things to consider before the meeting for preparation.
- The "what" - Determine Your Assets - Know what assets you have, how much is your net worth, who are the designated beneficiaries.
- The "whom" - Determine whom you would like to benefit - Who do you want to receive your assets? What about alternate beneficiaries if your primary beneficiary is not surviving?
- The "how" - Determine how you can accomplish your plans - Is a trust appropriate? Or a Will?
- The "who" - Decide upon the key individuals to act in your absence - Who will be the executor, trustee, attorney-in-fact and guardian (as appropriate).
