Insights

Do

Plan Ahead:

Create a comprehensive estate plan to safeguard your assets and ensure your wishes are followed.

Seek Professional Advice:

Consult with Estate Plan Authority to receive expert legal guidance and avoid potential pitfalls

Update Your Estate Plan:

Regularly review and update your estate plan to reflect life changes such as marriages, births, or acquiring new assets.

Appoint a Trustee Wisely:

Choose a reliable and trustworthy trustee to oversee the administration of your trust.

Communicate Clearly:

Ensure your family is aware of your estate plan and its details to minimize confusion and disputes.

Don't

Procrastinate:

Avoid putting off estate planning; the sooner you act, the better prepared you and your loved ones will be.

Rely on DIY Solutions:

Online templates and generic forms may lead to costly mistakes; trust Estate Plan Authority for tailored solutions.

Forget About Taxes:

Consider tax implications when creating an estate plan; our attorneys will help you navigate these complexities.

Disregard Changes in Circumstances:

Update your estate plan if personal or financial circumstances change significantly.

Attempt to Handle Probate Alone:

Probate can be a complex legal process; let our skilled attorneys guide you through it.