{"id":99,"date":"2023-06-02T15:28:52","date_gmt":"2023-06-02T23:28:52","guid":{"rendered":"https:\/\/mcquillanhohman.com\/?p=99"},"modified":"2023-10-12T12:07:40","modified_gmt":"2023-10-12T20:07:40","slug":"5-things-to-bring-to-your-appointment-with-your-estate-planning-attorney","status":"publish","type":"post","link":"https:\/\/mcquillanhohman.com\/estate-planning\/5-things-to-bring-to-your-appointment-with-your-estate-planning-attorney\/","title":{"rendered":"5 Things to Bring to Your Appointment with Your Estate Planning Attorney"},"content":{"rendered":"\n
Your estate plan is essentially a road map that you leave for your survivors. It helps your loved ones understand and fulfill your wishes for the handling of your final affairs.<\/p>\n\n\n\n
Make sure your plan will be carried out as you intend by getting an attorney\u2019s help in your estate planning process.<\/p>\n\n\n\n
If you live in Alaska or Montana, it\u2019s important to consult with an estate planning attorney who specializes in the laws of your state. This attorney will make sure all your required documents are in place and properly completed.<\/p>\n\n\n\n
When you meet with your Alaska or Montana attorney, you\u2019ll need to discuss how you\u2019d like the following components of your estate to be handled:<\/p>\n\n\n\n
Use the list below to prepare for your appointment.<\/em><\/p>\n\n\n\n 5 things to bring to your meeting with your estate planning attorney:<\/em><\/strong><\/p>\n\n\n\n Contact your Alaska or Montana estate planning attorney today for peace of mind about your estate plan.<\/p>\n\n\n\n\n
<\/strong>Your attorney needs a good overview of your entire financial situation to know which documents your estate plan will require.
Intangible assets are assets of value that can\u2019t be physically touched, things like:\n\n
An easy way to compile this information is to gather all your latest account statements from both your assets and debts. Bring these statements to your appointment.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
<\/strong>Bring a list of physical property you own and<\/strong> the deeds to any real estate.
To prepare, make an inventory of your tangible assets.
Include:
<\/strong>It\u2019s crucial to designate a trusted person (or people) to handle your affairs\n\n
<\/strong>A bequest is a gift you make to a person or a nonprofit organization.
These gifts generally take the form of tangible items or sums of money.
A bequest will be given to your chosen person or organization regardless of who your primary beneficiaries are.<\/li>\n\n\n\n
<\/strong>Provide your instructions about what you want for yourself:\n\n