Estate plan documents: what are your goals?
A lot of attorneys, it seems, assume what your goals are when you walk into their office to have them draft your final documents: You want them to save as many taxes as possible, and pass on as much of your estate to your children–your heirs–as possible. But, of course, your goals may go far beyond these things. And, in fact–as is the case with my wife and me–you may not wants to pass everything along to your heirs.
It’s always helpful, when you walk into your attorney’s office, if you already have your goals clearly in mind. To help clarify some of these issues for you, consider the following list. What’s on your mind, and how important are they to you? (If two of these goals compete, which one do you want to “win”?) Read the rest of this entry »
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concerns, estate plan documents, final documents, goals, legacy plan documents
