Are you buying a home this year or considering a Will or Trust?

Q. I’m getting married and purchasing a house.  I would like to have a will prepared at the same time.  What kind of questions will you ask when we meet?

A. The preparation of a will often requires some thought and consideration.  By the time the will is probated, you will not be able to make any changes – so do take the time required now to seriously consider the following:

Will you be married when you purchase the home?

Will you own the property with your spouse?

How will you hold title to the property?

To whom do you want your assets to go?

Do you have wishes as to specific bequests?

Do you have children?  Are they minors?

Who will be their guardian?  Their trustee?  Alternates?

Who will be the Executor of your estate?

Our initial meeting will only take a half hour or so.  Once your Will is prepared, we will contact you and set a time for you to come in and sign it.  I would suggest placing it in a safe place.  And be sure to let someone know where it is!

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Published in: on April 19, 2011 at 2:25 pm  Leave a Comment  

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