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…
- What do I need to properly plan for my estate?
- Who is going to take care of my children if they are minor children?
- How do I avoid estate taxes?
- Who is going to be the executor/executors of my will?
- 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.