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Top Questions to Ask an Estate Planning Attorney

Published by Mark Brynteson

 

  1. Wills vs. Trusts: What’s Right for Me?
  • Should I create a will or a trust to avoid probate?
  • How does a revocable living trust work?
  • What happens if I pass away without a will?

 

  1. Probate & Estate Administration
  • How long does probate take in my state?
  • How much are probate attorney fees?
  • Can my estate avoid probate court?
  • What happens if someone contests my will?

 

  1. Minimizing Taxes & Protecting Assets
  • What are the current estate tax exemption limits?
  • How can I reduce estate taxes or avoid them completely?
  • Should I transfer property to a trust or LLC?
  • How can I protect my children’s inheritance from creditors or divorce?

 

  1. Power of Attorney & Healthcare Directives
  • Who should I appoint as my power of attorney (financial and medical)?
  • What’s the difference between a living will and an advance healthcare directive?
  • Can I prevent family disputes over my medical decisions?

 

  1. Business Succession Planning
  • What happens to my business if I die or become incapacitated?
  • Should I have a buy-sell agreement?
  • How do I structure a trust for my business assets?

 

  1. Real Estate & Investment Properties
  • Should I put my home in a trust to avoid probate?
  • What are the risks of transferring property before death?
  • How do I handle estate planning for out-of-state property?

 

  1. Updating & Storing Your Estate Plan
  • How often should I update my will or trust?
  • Where should I store my estate planning documents?
  • Who should have access to my estate plan?

 

  1. Estate Planning for Beneficiaries & Special Situations
  • How do I protect a special needs child?
  • What’s the best way to leave an inheritance to minor children?
  • Can I disinherit someone from my will or trust?

 

Interested in learning more about the estate planning process? Contact Brynteson law today for a free consultation and we can help answer all your questions and secure your future!

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