Estate Planning Tips for Beginners in Southern California

Estate Planning Tips for Beginners in Southern California

Estate planning can help you to ensure that your family is well taken care of should something happen to you unexpectedly. Your estate plan can also protect your rights. Here are a few tips if you are not sure where to begin.

• Don’t wait – If an accident were to take your life tomorrow or a sudden illness causes you to become incapacitated, the right time to prepare your documents is today.
• Talk with a professional – Hire an experienced estate planning attorney rather than taking chances with online templates that may not even be specific to the state of California’s laws.
• Make sure you include your health wishes – An advance health care directive is a crucial part of an estate plan. You need to select an agent to speak for you if you cannot speak for yourself and make your wishes (especially end of life decisions) clearly known in writing.
• Review your documents every year – Even once you have your estate plan, you should be reviewing it each year to be sure that it reflects your current wishes.

Experienced Estate Planning Attorneys in San Diego

The Petrov Law Firm is helping families from North County to Chula Vista plan for the future. If you want to prepare a new estate plan or if you want to update an existing estate plan, call 619.344.0360 today. Remember that laws regarding inheritance and advance directives vary from state to state, so if you have moved to California with an existing estate plan, now is the time to update it for local regulations.