Key Estate Planning Issues

When first determining your estate planning goals, there are a number of items to consider regardless of your age. Most estate plans begin with fact finding, and an attorney usually has a standard questionnaire to facilitate a thorough assessment. Confidentiality will also be important, and if you don’t know an attorney you might seek a referral from a trusted advisor. 

It's also important to recognize that each family situation is different and will require an individualized assessment. Nonetheless, there are common issues that might influence your initial estate planning goals. 

These key issues typically include matters such as family occupational information, health and medical history. 

You can review a list of ten key issues that might impact your initial estate planning goals on our web site.