Скачать или смотреть Top 5 Estate Planning Tips

Hi my name is LeRoy Peterson and I'm an estate planning attorney in Omaha, Nebraska and today I would like to share my 5 top estate planning tips.
Number 1 - Get your act together. This is by far the most important piece of advice I can give you. Please take a minute to reflect and truly understand the level of stress and grief your family members will experience upon your passing. I can tell you through experience they will be overwhelmed.

So get organized and help your loved ones out. Keep all your important papers, usernames and passwords with your estate planning documents and let your family know where you keep them.


2. To begin a probate proceeding Your family will need to produce the original copy of your will so make sure your family knows where to find your original.

We are fortunate in Nebraska because we can file the original will with the county probate court at any time.
So, typically I file the original will with the county probate court at the time of signing and then just keep a copy of the will along with the receipt from the court with the other estate planning documents to minimize any issues with locating the original copy

3. Make it more than just about the money.
Leave specific sentimental gifts and personal notes and letters to your loved ones.

4. Make sure you understand which assets you own are probate assets and which assets will pass outside of probate and how that will impact your estate.
In particular pay close attention to the beneficiary designations on all payable on death accounts,
IRA's, retirement plans and life insurance policies.
Including the contingent beneficiary designation
to make sure they support the goal of your estate plan.

And finally Number 5
Circumstances change over time. So you review your estate plan at least every three to five years. Estate planning options that once had no appeal can become of great interest over time.

Well that's my 5 top estate planning tips.
So, if have any questions or need to take action and put an estate plan in place, give my office a call to set up a convenient time to meet and discuss your situation.

Also, if you would like to get a better idea of what you can expect on your initial meeting, check out the video on the right side of the screen titled "Preparing an Estate Plan: The Initial Consultation"

Or if you would like to gather more information, check out the other estate planning topics on the right side of the screen.