How to Ensure Your Estate Ends Up in the Right Hands
Making end of life decisions while you still have a lot of time ahead of you isn’t easy, but it is the smart and loving thing to do for your family. How can you ensure that your estate ends up where it belongs? Here are a few tips to help you plan your estate properly:
- Don’t leave it to chance – You may think you understand the laws of succession in your state, but the only way to know who is getting your estate for sure is to have a well-documented estate plan in place. This is especially true when it comes to non-traditional families.
- Review your existing documents – If you can’t remember the last time you reviewed your estate plan, then it has been way too long. You need to check the beneficiaries on your life insurance policies, retirement accounts, POD bank accounts, and other funds that will pass directly to beneficiaries without going through probate. This is especially true if you have gone through a divorce, have a new family member, or have experienced any other major life change that can affect your estate plan.
San Diego’s Estate Planning Experts
Whether you need to execute a new estate planning document or update an existing plan in the state of California, Petrov Law Firm has the experienced estate planning attorneys for you. Call our San Diego offices today at 619.344.0360 and schedule an appointment with an experienced attorney at one of our three convenient locations.