Phoenix office: 1850 N. Central Ave., Suite 2400, Phoenix, Arizona 85004 | Sun City office: 13250 N. Del Webb Blvd. Suite B Sun City, AZ 85351

Sharon Ravenscroft Estate Planning Blog

Welcome to my blog covering all things estate planning, family estate planning. business planning, wills, trusts & probate.

When visiting family, do I show them my Will?

When visiting family, do I show them my Will?
This holiday season when you're visiting your family you may be thinking that you want to talk to them about your estate plan: like your will or your trust or your powers of attorney. I recommend that my clients only tell their families where their original documents are and who their attorney is. If you give them copies at your holiday gatherings then if you make changes you have to get all those copies back. It's important not to tell your family information that is contradictory to the provisions you in your estate plan. If you tell them something and contradiction, then they will have evidence they can testify about which will undermine your estate plan. Remember your estate plan should provide for your death with a and even a trust; with Powers of Attorney so the right people can handle your finances or Health Care upon your death; and with the health-care Declaration so you can be clear to your family what kind of end-of-life care you want.
Does my trust need its own Tax Identification numb...
Avoiding Probate Guidance
 

Comments

No comments made yet. Be the first to submit a comment
Already Registered? Login Here
Guest
Tuesday, 11 December 2018