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With The Right Attorney, Planning Your Estate Is Easier Than You Think

None of us knows what the future holds, but we do know that we won’t be around forever. Therefore, it’s a wise idea to plan for late-life contingencies and decide what happens to your assets when you pass. No matter what your financial status may be, you have worked hard to earn the assets in your estate, and you deserve to choose who inherits them.

When you are ready to plan your estate, contact Anderson & Associates Law Firm, PLLC, for experienced guidance. My name is Lynn Anderson. I have been helping clients through the estate planning process for more than a decade, and I can help you, too.

What Does Your Estate Plan Need To Include?

Each estate plan should be customized to the estate owner, but many plans will contain the following:

  • A last will and testament listing your assets and intended heirs
  • A named estate executor or personal representative
  • One or more trusts
  • An advance health care directive listing clear directions for your medical care if you become incapacitated (also called a living will)
  • Power of attorney designations in case you become incapacitated

You may not know what should be in your estate plan, which is one reason why many people procrastinate. The good news is that working with an attorney makes the process much easier. During our free consultation, I will take the time to learn about you and your goals. Then, I can recommend (and help you create) the documents and legal instruments best suited to meeting those goals. If you own a business, I can also help you create a business succession plan.

Can You Avoid The Probate Process?

This is one of the most common questions estate planning attorneys get asked. In many cases, careful estate planning can help you avoid probate or at least greatly simplify it. If that is one of your goals when creating an estate plan, I will explain all your options for transferring your important property through other means, including trusts and transfer-on-death deeds.

Ready To Get Started? Contact My Firm Today.

If you have questions about estate planning or want to know how Anderson & Associates Law Firm can help, contact my office in Tulsa to take advantage of a free initial consultation. You can reach out online or call 918-221-0308.