Two Important Steps to Avoid Estate Challenges

On Behalf of | Aug 29, 2019 | Estate Planning |

Two Important Steps to Avoid Estate Challenges

Getting your estate plan in order can give you the peace of mind that comes with knowing that your final wishes have been recorded and communicated. Unfortunately, planning for everything to go a certain way doesn’t always guarantee your loved ones will cooperate, and that there won’t be problems down the road. The good news is that by taking action now, you can help protect what you devised. Here are two important steps you can take to avoid estate challenges:

Meet with an Estate Planning Attorney

Ideally, you will be able to meet with an attorney before you begin estate planning.  Your counsel can help you explore your options and establish goals for your property. As you prepare, you can discuss any potential issues such as disinherited heirs or unusual bequests.  For instance, if you know ahead of time that your brother is going to be upset about the amount left to him, you and your attorney can discuss how to manage his complaint. If you plan to leave a considerable sum to a charity or in a trust for a pet, you and your counsel can discuss any implications and potential problems which may arise. By working with an experienced estate planning attorney, you can devise a comprehensive plan which is designed to circumvent issues and future challenges.

Examinations Near Execution

One common estate challenge is that a will is not valid because it was not properly executed. That being said, it is important to follow all necessary steps in physically effectuating your will.  However, another challenge can be that you were not mentally sound near or at the time you made and executed the document. A way to disprove this argument is to submit to medical and mental health examinations close to the time you create and sign your will.  You could keep a copy of your medical report or tests with your will in case there is an issue later on.  Taking this course of action may be advisable if you have been diagnosed with dementia or another compromising condition.

By meeting with an experienced California estate planning attorney, you can help protect your loved ones and estate.  Together, you and your counsel can plan for the future, anticipate issues, and help ensure your bequests are carried out as you intended. At the Law Offices of Alice A. Salvo, we have experience with California wills and can help you prepare for any issues and plan for your estate.  Schedule a free consultation today to start planning your solution.


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