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Things to Consider Before You Start
Estate Planning

Law Offices of Kelton M. Burgess, LLC July 27, 2022

Creating a well-detailed estate plan allows you to get your affairs in order, prepare for life's uncertainties, and protect your assets, property, investments, and surviving loved ones. However, knowing what to consider before you start can give you a sense of direction and help you make informed decisions when drafting your estate plan. An experienced Pennsylvania estate planning attorney can enlighten you about some of the things to consider before you start drawing up your estate plan.

At the Law Offices of Kelton M. Burgess, LLC, we have the diligence and resources to advise and guide clients through the complexities of estate planning. Our reliable legal team has the resources to discuss your unique situation and help you understand everything you need to know before creating your estate plan. Also, we can enlighten you about the various estate planning options that are available to you and determine the right plan for your personal situation. Our firm proudly serves clients throughout the Greater Pittsburgh Area and surrounding counties across Pennsylvania.

What Is Estate Planning?

Estate planning involves making suitable plans in advance about how you want your final affairs to be settled, estate administered, and assets disposed of or distributed to beneficiaries when you're gone or after sudden incapacitation.

The estate planning documents consist of various legal documents – including wills and trusts, advanced healthcare directives, powers of attorney, and letters of intent – that provide detailed instructions regarding how to settle a deceased person's final affairs or transfer assets to beneficiaries and heirs.

Putting a well-detailed estate plan in place can help protect your assets, property, business, investments, and interest, mitigate possible conflicts during asset distribution, help your loved ones save money and time, and eliminate some stress when you die.

What Should I Consider Before I Draft an
Estate Plan?

If you're thinking about drafting your estate plan, here are some vital things to consider before you start:

  • Determine what you want to achieve with your estate plan.

  • Create a detailed inventory of all your property and assets.

  • Determine how you want your property and assets distributed.

  • Identify your debts and determine how you want them repaid.

  • Consider who you would want to inherit specific assets and belongings.

  • Determine whether you want to make donations to a charitable cause or nonprofit organization.

  • Consider whether you have loved ones you need to plan for (such as minor children, family members with special needs, and pets).

  • Consider whether you need to choose a guardian for your child.

  • Consider whose hands you want to leave your financial, property, and legal affairs.

  • Determine whether you would like to create a business succession or continuity plan.

  • Consider who you would want to make medical decisions on your behalf.

  • Consider your preference for the disposition of your remains and/or your funeral.

A knowledgeable lawyer can explore your available estate planning options and help determine what is right for you and your family's needs.

Legal Guidance You Can Trust

Estate planning is among the vital things to do to protect yourself, your future, and your surviving loved ones. By creating a detailed estate plan, you can plan in advance, leave specific instructions, and ensure that your exact wishes are followed when you're gone. Therefore, when considering drafting your estate plan, it is important that you consult with an experienced estate planning attorney for proper guidance.

At the Law Offices of Kelton M. Burgess, LLC, we're committed to offering reliable advocacy and personalized legal counsel to clients in estate planning-related matters. As your legal counsel, we can educate you about the essential things to consider before creating your estate plan and help you decide on the ideal estate plan that best fits your unique needs. In addition, our trusted team has experience drafting vital estate planning documents, including wills, living trusts, advanced care directives, powers of attorney, and special needs planning.

Getting proper legal guidance and advocacy is paramount when drafting your estate plan. Contact the Law Offices of Kelton M. Burgess, LLC, today to schedule a simple case assessment with knowledgeable estate planning attorneys. Our firm proudly serves clients throughout the Greater Pittsburgh Area and surrounding counties across Pennsylvania.