Estate Planning Tips for New Clients Taking the time to do your estate planning may seem stressful and confusing. Luckily, your estate planning attorney is available to make the process as easy as possible. Take a look at some of the estate planning tips below for advice on how to begin your planning. If you have additional questions, meet with an estate planning attorney. Have some general ideas and goals. Think about some of your estate planning goals. While you may not know everything that you want, it’s a good idea to go into your planning with some goals. Do you want to help protect your children? Do you want to plan for emergencies? Knowing some of the things that you want to focus on will help you and your attorney create your plan. Bring some important documents with you to your planning meeting. This includes bank statements, retirement account statements, and life insurance policies. These documents will help your attorney with your planning. It’s a good idea to talk to your attorney before your meeting so that you bring all important documentation that is needed. Ask a lot of questions. Don’t be afraid to ask for help. If your estate planning attorney is not explaining something fully or if you’re confused about a certain aspect of your plan, ask for additional help. It’s important that you understand your plan and the estate planning process, in general. Be prepared to think about difficult topics. It can be overwhelming having to discuss death, illness, and disability. Unfortunately, these topics are a part of estate planning. It’s important to make sure that you prepare for these instances. Your attorney will help you to feel more comfortable about these topics. If you have additional questions or if you’d like to start your planning, consult with a qualified estate planning attorney. Experienced estate planning attorneys Mobile AL of the Ryan Hicks Cumpton & Cumpton LLP offers estate planning and business planning resources to residents of Mobile AL. To learn more about these free resources, please visit www.epattorneys.com today.
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