Before you meet with your estate planning attorney, you need to get some information 
ready. First of all, you need to decide about the people aspects of your plan. As time goes by, things change and the people in your life change. Who do you want to make your medical decisions for you? Who do you want to receive your physical assets. If there are children involved, how old should they be when they receive those assets.
you want to update components that handle assets and finances. This may include a trust or various bank accounts, like savings and retirement funds. It may also include life insurance policies that pay out after your death.
By focusing on these areas instead of the entire comprehensive plan, you can streamline your ability to review.
Make sure your beneficiaries are up to date. Make sure you have specified beneficiaries for all your assets. If you have a bank account with $10,000 and the correct beneficiary is not specified, and the account goes into probate, it might cost your estate $5,000 or more in legal fees to receive the amount in your account.
Get your information ready, and call Ben Winter for an appointment.
Ben Winter, P.A. focuses its practice in the areas of real estate closings, litigation and probate, wills and trusts in St Petersburg, Florida. For more information, go to our web site www.benwinterlaw.com or call (727) 822-0100.