Coming prepared to your first estate planning consultation saves time and helps your attorney provide better guidance. Bring a list of your assets including real estate, bank accounts, retirement accounts, life insurance policies, and investments. Bring any existing estate planning documents. Think about who you want to serve as executor, trustee, guardian for children, and healthcare agent. Have an idea of your goals — who should inherit what, and are there any special circumstances like a blended family or special needs child?
At SoMD Estate Planning, we help families across Southern Maryland create comprehensive, personalized plans. Contact us for a free consultation.
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