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Wills, Estates and Trusts Law – How To Prepare For A Will In New York

  • The first thing that I always recommend is to write out a list of questions you want to ask your attorney.
  • That list will change from person to person; depending on your circumstances but some questions that will always be included are…
  1. What do I need to properly plan for my estate?
  2. Who is going to take care of my children if they are minor children?
  3. How do I avoid estate taxes?
  4. Who is going to be the executor/executors of my will?
  5. What is the goal of my estate plan?
  • You will also want to gather any documentation including wills or trusts that you had drafted in the past as well as any codicils or addendum’s you’ve made.
  • Other information you will want to collect includes deeds to real property and information on any other assets that you have whether its a life insurance policy, investment, vehicle, bank, safe deposit box, etc.
  • I often encourage people to come in with a family tree including names and addresses.
  • You may want to give special consideration for any un-adopted step children or any non-nuclear family as that may not be set up by action of law, where they would automatically get a gift after you die.

This short informational estate planning video was provided by Nicholas Mattia, an experienced Jackson Heights Estate Planning Lawyer.