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The changes in estate planning laws in January motivated many people to visit their estate planning lawyers to review and revise estate plans. If you have not already done this, here is a list of 10 “to do” items you should take to your Irvine estate planning attorney before the end of the year:

  1. Create an estate plan
  2. Review and update an existing plan
  3. Create/update your will
  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 Estate Planning Lawyers at the Flanigan Law Group at 949-450-0042.