Don’t Take Chances With Who Gets Your Estate

Don’t Take Chances With Who Gets Your Estate

Many people put off estate planning because no one likes to consider their own mortality. It can also be a little confusing if you try to do your own planning without the help of a professional. However, if you want to be sure that your assets go to your loved ones, then you need to be prepared. Here are two of the most important things to do regarding estate planning.

• Don’t wait any longer – If you haven’t done any estate planning or you haven’t received help from an attorney, now is the time to get your affairs in order. While California has laws regarding succession, you don’t want to rely on the state to be certain that your beneficiaries receive what you want them to get. Good estate planning will ensure your heirs get what they deserve in an efficient way without the expense and time of the court system.
• Review your documents regularly – Even if you already have an estate plan in place, you need to go over your documents annually. Every state has its own laws regarding estates, so if you move across state lines, that means going over your plan. Also, make sure that your named beneficiaries on insurance, retirement, and bank accounts and policies are accurate and up to date.

Estate Planning Experts in Southern California

Petrov Law Firm in San Diego has the estate planning attorneys to help you set your family up for the future. Contact us today at 619.344.0360 to learn more.