Join Attorney Daniel Alexander via Zoom by going to:

https://us02web.zoom.us/j/87522259070?pwd=Vlh3MkxWcDVIRmNkSDdTUk4zRC8vdz09

Meeting ID: 875 2225 9070

Password: 453558

We will discuss:

Beneficiaries

The main objective of an estate plan for most people is to seamlessly distribute assets to those they love. While this may seem simple, it can get complicated if the parties are not on the same page about who gets what.

Family Dynamics

Another very important issues to may families regarding estate planning is complicated family dynamics. When drafting an estate plan, it's vital to consider the interplay of family dynamics such as children from prior marriages and beneficiaries with disabilities or addictions.

Distribution

Even when parties believe they are in complete agreement over who the beneficiaries of their estate will be, they may not be of the same mind regarding how their beneficiaries should receive assets.

Assets and Liabilities

Often a detailed discussion regarding assets and liabilities are skipped over until the attorney brings it up when planning your estate and then the clients are caught off guard. If life insurance an asset? We of course, especially for your beneficiaries. Is a time share an asset? Many think of them more as a liability as they usually require annual maintenance fees. What about creditors? Your creditors ad your beneficaries creditors. Should assets be protected; can they?