There are 4 important things to consider before you start the estate planning process. This information will give your estate planning attorney a place to start when putting together a list of options for you.
1. What are your goals and objectives?
2. What does your estate consist of? (It’s important to write down a complete list of your assets.)
3. What assets are probate and nonprobate?
4. Which assets are community property and separate property?
Our book, Do I Really Need a Will, explains the difference between probate and nonprobate assets and community and separate property along with other helpful information on the estate planning process.
Do You Need To Speak With An Experienced Estate Planning Lawyer In The Dallas Area?
If you need to speak to an experienced estate planning attorney please contact us online or call our Dallas office directly at 214.559.7202. We help clients throughout the Dallas area with all of their estate planning needs and look forward to helping you.
