The process of estate planning can seem overwhelming and confusing. That’s a leading reason why many people put it off entirely. Starting by simply considering your concerns, your beneficiaries, and your goals, can help you frame up the estate planning questions you may have in the right context.
What to Ask Yourself Before Meeting with a Will Lawyer
Your first goal should be to think about the benefits of avoiding probate and clearly identify the people or organizations in your life that you wish to receive some of your assets. You may have questions such as:
- What are the needs of your intended beneficiaries?
- Do you need to protect them from lawsuits or the impact of possible divorce?
- Do you have concerns about their ability to handle substantial money?
- Are there specific items that need to be passed on to loved ones?
- Are there complex assets such as real estate that can be difficult to divide or give to multiple people at once?
Failing to identify your beneficiaries or heirs and their individual needs can be very problematic for anyone, but especially so for a blended family. If you fail to take proper consideration with estate planning, the state determines the order in which your loved ones will receive your assets. This may not be in line with what you intended or what is best for those heirs.
Finding the Right MA Will Lawyer for You
Once you have a general idea of the assets in your estate and your intended beneficiaries, set up a time to meet with a local estate planning lawyer to learn more. At our Massachusetts estate planning law office, you can expect a personalized discussion about your needs and suggestions on what to do next. We’ll help you figure out what’s really needed in your estate plan and what you can look into down the road.
