• Jennifer Reed

Walk before you run: What are your goals?

Congratulations on your first step! The fact that you made it to this blog indicates that you have at least started thinking about estate planning. Your head may be buzzing with what you have heard from friends, family, internet sources, late night TV adds, or even strangers. Slow down, take a breath and let’s start with a discussion of the basics.

What do you want? Why do you want it?

Seems like simple questions right? Think again. A lot of people come to attorneys saying “I need a Will” or “I need a trust” but skip the first step. Figure out what your goals are. Below is a list of goals to get you thinking about your particular situation and what may be important to you.

Estate Planning Goals:

· Provide for loved ones (children, spouse, other family)

· Minimize taxes (Federal Estate tax, Income taxes)

· Protect assets passing to surviving Spouses or Heirs

· Privacy

· Asset control and management

· Incapacity

· Blended families

· Disinheriting heirs

· Probate avoidance

An Estate Planning Attorney can help provide the tools to meet your particular goal.

Information in this blog post is not legal advice but general information. Contact an estate planning attorney to implement a plan for you.

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