Sean Tanko

Las Vegas Estate Planning & Probate Attorney

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May 24 2017

How to Prepare for Your Initial Estate Planning Consultation

Scheduling an initial consultation for estate planning is a very responsible and commendable step in making sure that your financial affairs and loved ones are protected in the event of the unthinkable. With a little bit of preparation beforehand, you can make the most of your initial estate planning meeting and gain some valuable insight into estate law.

Preparing for an Estate Planning Consultation

As one of the first steps you should take prior to your consultation, you should spend time thinking about the important people in your life. You should keep a list of the people you would like to take care of with your estate. These may also be people you could rely on in the case of a medical emergency.

In addition, you should also prepare a list of the major assets that you own, such as property, stocks, bonds, retirement plans, investment funds and business interests. While the exact dollar amount of these assets is not necessarily important at the initial phase, it is essential to have a broad picture of what your assets look like.

The final thing that you should consider before an estate planning meeting is what you would generally want to have happen in the event that you are incapacitated or have suffered from a medical emergency. Along with having a primary contact in mind for making decisions that you may not be able to make for yourself, you also need to think about what you would want to occur if you were unconscious for a prolonged period.

Once you arrive at your initial consultation, you should feel comfortable asking plenty of questions at your initial consultation. Take notes on issues that you want to follow up on after the meeting.

Contact a Reliable Estate Planning Lawyer in Las Vegas

If you have questions about estate planning in Nevada, contact a trusted estate planning lawyer in Las Vegas right away. Call the trusted team at the law office of Sean M. Tanko at 702-463-8700. We are happy to answer any of your questions about estate planning.

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Written by editor · Categorized: Blog

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