I have questions about my dads Estate Planning which he did 5 years ago. What should I do?

I have questions about my dads Estate Planning which he did 5 years ago. What should I do?

Estate planning can be difficult to talk about. Overall, it forces individuals to contemplate fiscal matters that will occur while they are living and after their own deaths. It is extremely important to make sure assets are managed properly and that the next generation will receive inheritances, without incident.

Although any lawyer can draw up a simple will for straightforward situations, such as naming the beneficiary of one's 401(k), it takes a seasoned trust-and-estate lawyer to help navigate more complicated situations involving several trusts and multiple heirs.

Some things to consider:

  • Maintaining an orderly administration of assets while you are living
  • Managing estate assets flexibly while you are living
  • Ensuring that your heirs and loved ones receive your assets
  • Helping to reduce or avoid conflicts and confusion
  • Minimizing legal expenses and taxes
  • Assessing wealth preservation

Estate planning and probate administration can be very confusing and frustrating topics for a family to deal with. To learn more about this topic, join us and Attorney Jessica Didion of the firm Didion & Green on Facebook Live Tuesday 6/1 at 3 pm. Bring your questions!

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