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Home » Estate Planning » Five Things Your Estate Planning Attorney Needs to Know

Five Things Your Estate Planning Attorney Needs to Know

August 16, 2012 by John Potter

If you want to walk out of the office with a comprehensive inheritance plan that perfectly reflects your wishes you must make sure that you fill your attorney in on all relevant details. With this in mind we would like to highlight five things that your estate planning lawyer definitely needs to know.

Do Previously Executed Legal Documents Exist?

To be certain that your current wishes are carried out to the letter you must let your attorney know if you have ever executed a will or any other estate planning documents previously. If you have entered into any marital agreements this too is something that your lawyer will need to be told about.

Secret Relationships

There are those who maintain long-term clandestine relationships. In some cases children have resulted. Though it may be quite uncomfortable to discuss this with anyone, it is better to let your lawyer know in advance than have individuals step forward after your passing to challenge your stated wishes.

Medical Conditions

In some instances estate planning lawyers will recommend certain legal instruments that require the client to live for a certain period of time in order for the strategy to be successful. If you are aware of a medical condition that you have that could take your life this is something that is relevant to your estate planning efforts.

Life Support

Would you want to be kept alive indefinitely via the use of artificial life-support measures if you were unable to communicate and in a terminal condition? This is a question that you must answer through the execution of a living will.

Large Gifts

The estate tax is unified with the gift tax, and with the proper planning your exposure can often be mitigated. As a result you should let your attorney know about any large gifts that you have given because they could have significant tax consequences.

 

 

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Filed Under: Estate Planning Tagged With: Estate Planning, Inheritance Planning, Living Wills

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Overall The Potter Firm was very professional. They took what could of been a very complicated process and were able to break it down so it was a lot easier to understand. We are confident we now have made the right decisions in our estate planning. Good firm to work with.

DKS & KMS Client Review August 28, 2020

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John Potter has been a real pleasure to work with. He is very knowledgeable and explains things in a very simplistic manner so the average person can understand how/why the laws are written. He is very attentive and asks questions in such a way that not only helps him understand your goals, but also helps you think about what type of goals and expectations you should be considering. Exemplary client service.

David J. Client Review August 28, 2020

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My husband and I selected Ms. Potter to assist with our small business. She responsive and attentive every time I have a question or need assistance, and is extremely knowledgeable and able to answer any legal question I have had. I know I can count on Ms. Potter for all of my business legal needs and I would highly recommend her to anyone needing legal assistance with such.

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