The phrase “estate planning” means something different to everyone. Regardless of what you have done in the past or the steps you need to take in the future, you should never hesitate to learn more so that you can make informed decisions.
In today’s day and age, it’s easier than ever to learn more about estate planning. With access to the internet, you can obtain information on almost every detail imaginable.
Of course, there is a problem with this: DIY estate planning is not only challenging, but it can also be a big mistake.
Fortunately, you are never alone. With the help of a estate planning attorney, you’ll soon feel better about the plan you have in place and the decisions you are making in regards to the future.
With all this in mind, you may have questions about when it makes most sense to contact a estate planning attorney. Here are several situations that may lead you to consult with a legal professional:
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You Don’t Have an Estate Plan
It doesn’t matter if you are young or old, you need to consider the benefits of creating an estate plan.
If you don’t yet have one of these in place, now’s the time to meet with an attorney to review your situation and decide what to do next.
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Your Estate Plan is Outdated
Many people think they can create an estate plan one time and forget about it for the rest of their life. You don’t want to go down this path. Over time, things have a way of changing.
For example, your estate plan will need adjusted if you go through divorce or have a child.
If at any point you believe that your estate plan is out of date, it’s important to consult with an attorney.
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You Want to Learn More
Do you understand the difference between a will and trust? Do you understand how a healthcare power of attorney could work in your favor?
If you want to learn more about estate planning, regardless of what is on your mind, an attorney should be able to help. This person can provide you with all the knowledge you require. Best yet, you know that the information is 100 percent accurate.
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You Have Questions
There is nothing worse than estate planning questions that go unanswered. If you neglect to answer important questions, this could work against you and/or your family at some point in the future.
If you have any questions related to estate planning, no matter what they may be, don’t hesitate to consult with an attorney. This is the best way to clear the air and ensure that you know exactly what you’re doing.
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You’re Worried About the Future
An example of this would be somebody who is worried that their loved ones will fight over their estate after their death.
If this type of concern has entered your mind, you definitely want to discuss your situation with an estate planning attorney. There are steps you can take, steps that you need to take, to help prevent trouble down the road.
It may not be something you want to do, but taking a proactive approach to estate planning is one of the best steps you can take. This can help prevent all types of trouble in the future.
Conclusion
Only you know if you need to consult with a estate planning attorney. Remember this: it’s better to be safe than sorry. Once an attorney addresses your concerns, answers your questions, and helps clear your mind, you’ll feel much better about your circumstances.
Now that you have a better idea of the best times to contact an attorney, we want you to know one more thing: we’re always here to help. We take great pride in assisting people who have estate planning questions or concerns.
Don’t hesitate to reach out to us now or in the future. From there, we can setup a consultation during which you can discuss your situation with an experienced attorney.
- The Questions of Estate Planning, Part 6: Why - January 6, 2020
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- The Questions of Estate Planning, Part 4: Where - December 30, 2019
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