The estate planning process can be overwhelming for many people because of the questions and decisions you need to make before formally documenting this information legally. Although it may seem overwhelming to confront the concept of your whole estate, some work done in advance can go a long way towards making you feel more confident.
Working through a series of important estate planning questions will help you get in the right frame of mind and think about how best to approach the process. Answering these questions before speaking with an estate planning attorney in Pasadena will make it easier for you to navigate your document and strategy selection as well.
Consider the following questions:
- What is the best way to transfer your assets?Â
- What about potential needs for future health care I might need?Â
- Who will care for any disabled family members or minor children if I am unable to do so?
- Who will make financial and medical decisions for me?
By answering these questions, you can learn more about the scope of your estate and be prepared to communicate with an estate planning attorney. The default or simplest mode of asset transfer may not be most appropriate for your individual estate planning goals. Knowing the answers to these questions before sitting down with an estate planning law firm will help you have a meaningful conversation about the best tools, documents, and strategies to use.
Our Pasadena estate planning attorneys have years of experience helping individuals, families, and business owners craft comprehensive estate plans. For more information about how to do this for yourself, set up a time to speak with our lawyers.
