
At W.B. Moore Law, we know that the future of your family and the legacy you pass down to future generations is important to you. Most people think of estate planning as writing documents like a will and trust, which says who gets which of your assets after your departure. However, estate planning is about so much more than that. You can state who you want to take care of your children if you become unable to, if there are charity organizations you want to donate to, special arrangements for those with disabilities or financial difficulties, and other preferences. Our Windsor, CO will lawyer can get to know you and your family and then help you create an estate plan that gives you peace of mind. Contact us today if you are ready to get started!
What Mistakes To Avoid
No matter what your age or financial situation is, it is important to have a will established. This confirms that your final wishes will be carried out and that your loved ones will be taken care of. We can help you avoid making mistakes that could impact how your estate is handled. As our Windsor will lawyer explains, here are just a few tips that can help you when devising your estate plan:
- Discuss the plan with your closest relatives. This is so there are no surprises and it reduces the chances of a disagreement happening between beneficiaries after you have passed away. But, we know there are instances where the writer of the estate plan prefers to keep their estate private until their passing.
- Don’t forget to include preferences about your pet. You can name a guardian for who you want to take your pet and instructions for their care. You can also create a pet trust and fund it so they can use these funds to take care of your furry family member.
- Be sure to update your estate plan periodically. Life circumstances, relationships, and assets may change overtime. It is essential that your estate plan documents always reflect the current reality and situation. You may need to make edits when there is a divorce, marriage, birth of a child, or passing of a beneficiary. If you don’t make these changes it can create issues later on.
W.B. Moore Law
When you have a member of our team at W.B. Moore Law help you devise an estate plan, it can give you ease of mind that your preferences will be carried out after your departure in the manner you so wish. If you use a general program or try to establish it yourself, you could be missing steps that affect its validity. Our Windsor will lawyer can make sure your assets are distributed to the right people, save you time and money, and prevent mistakes or oversights. If you want to begin working on your estate plan or have questions, we are ready to hear from you!