Five Items to Consider When Planning Your Will
By Zachary Mushkatel on August 12, 2013
When you are creating an estate plan, the help of an experienced Peoria estate planning attorney can be invaluable. Every estate is different, as is every family. As a result, “one size fits all” estate plans rarely provide the focused assistance you need.
When planning your will, however, there are several points you may need to consider. This list provides an introduction to the questions you should think about when making a will.
- Who should be my personal representative? Your personal representative carries out the instructions in your will and wraps up the final business of your estate.
- Who should serve as guardian of my children? If you have no children, or all your children are over age 18 and do not need guardianship, a guardian may not be needed. If you have pets, you may also want to make provisions for their care.
- How do I want my estate to handle its debts and taxes? Speaking to an attorney and a financial professional can help you handle these matters most effectively.
- Do I want to leave particular items to certain family members or friends? If so, make a list of each item and the person to whom you wish to leave the item.
- Do I have particular wishes about my funeral or burial? You will want to leave these in your estate plan.
Your attorney can provide a more detailed list and help you ensure that your wishes are met in your will and other estate planning documents.
Zachary Mushkatel is an Arizona native who earned his undergraduate degree from the University of Arizona in 2001 and his law degree from the University of Minnesota Law School in 2004. After serving as a public defender, he entered into private practice and, ultimately, joined forces with Mathis Becker to form the law firm known today as Mushkatel, Robbins & Becker, PLLC. In addition to criminal law, Mushkatel practices civil litigation, with a focus on estate litigation and personal injury cases. He also serves on the Board of Directors for the Surprise Regional Chamber of Commerce and Sun Valley Lodge, and he is an executive officer and member of the Board of Directors for the West Maricopa County Bar Association.