3 Tips for Estate Planning Success
Estate planning is something that often gets pushed off for another day (or year) for many reasons. Mostly, we just don’t want to think about our own mortality or the idea that a serious accident or illness could leave us incapacitated. However, unexpected events can strike anyone at any time, and that is why you want to be prepared. Here are three tips for estate planning success.
- Don’t put it off – your family will be grateful that you had the presence of mind to put an estate plan in place if anything ever happens to you. This isn’t something you do for yourself – you do it for your loved ones.
- Review your plan annually – You should also review your plan any time that you experience a major change in life circumstances such as marriage, divorce, the birth of a child, adoption of a child, death of a beneficiary, move to another state, etc.
- Never try and do your own estate planning using downloadable documents from the Internet – Even if they were prepared by a real lawyer, you still need to understand how estate planning works in your specific state to ensure that your documents are all legally binding. It’s so much safer to hire a local attorney.
San Diego’s Estate Planning Attorneys
If you live in southern California, contact the estate planning professionals at Petrov Law Firm. We can help you to plan for the future of your family. Call 619.344.0360 to get started today!