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10 Things to Discuss With Your Irvine Estate Planning Attorney Now

As Congress continues to debate the tax changes that will be coming in 2013, many people are concerned about the impact to their estate plans. If you have not made an estate plan, or have one that will need to be updated, then consider this list of 10 items you should be discussing with your Irvine estate planning attorney:

1. Create an estate plan

2. Review and update an existing plan

3. Use your $5.12 million exemption

4. Make tax-free gifts

5. Secure/update healthcare documents

6. Review/update guardian choice for minor children

7. Review/update beneficiary designations

8. Review/update your insurance

9. Discuss your estate plan with your family

10. Secure basic estate planning documents for unmarried children over 18

The Flanigan Law Group provides Southern California residents with personal attention for estate planning, administration and litigation legal services. When disputes between families, arise, they are very successful in resolving legal estate issues quickly and efficiently while preserving financial and emotional resources. Contact the Flanigan Law Group at 949-450-0042.

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