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What information should I consider when planning my estate?

Estate planning is one of the most comprehensive legal actions that an individual can take. Because it oversees the legal ramifications of your entire estate, including all of your assets, it requires a great deal of information to be considered and compiled by you, your spouse and possibly your children. Additionally, because this wealth of information must be properly managed in order to ensure that your estate plan is legal, it is essential to enlist the aid of an attorney and to share this information with your attorney.

When you meet with an attorney, you may be asked to fill out a questionnaire about your estate, but compiling all of this information and having it prepared can greatly smooth the process. The necessary information will cover various aspects of your life, including personal information such as names of family members, address and more.

Even more extensive than the necessary personal information will be the information about your finances and assets. Some people have so many different assets that they do not remember all of them in the moment, which is why compiling all of the information and writing it down can be so helpful. These assets include common material objects such as cars, houses, boats and jewelry, but also include financial assets such as cash, savings accounts, pensions, IRAs and more.

Of course, even if you are unsure if you have all of the necessary information, your attorney will help you better understand what you will need. He or she will also walk you through the process of planning your estate, helping you check every legal box necessary. This is especially important considering how state laws could affect your estate plan, so if you live in Florida, be sure to contact an attorney familiar with Florida laws. With legal assistance, you can feel safe in the knowledge that your estate will be in good hands when you can no longer oversee it.

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