Target Your Estate Planning Resolutions

Here are 3 tips to target for your good intentions:

#1 Don’t be overly ambitious with your estate planning.

You want your goals to be manageable to be successful. Don’t expect everything can be done overnight. How about starting with a will or power of attorney?

#2 You need a lawyer to prepare legal documents for you.

These include wills and powers of attorney. Are your documents out of date because you now have children? Old wills can be worse than useless. You could harm your minor children without a trust and guardian.

#3 Find the right lawyer to help you.

This will take you some time. It’s like finding a good contractor or repairman. You need a lawyer to answer your legal questions, not a law clerk. Don’t be tricked into thinking any lawyer will do. Your estate planning DNA is different. 

Call my office today – 416 769 9800 – and review your estate planning needs.