Wills

Here are some things to consider doing. Some items may not be applicable to you.

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• It’s important to have a will to:
  • Save estate taxes
  • Distribute your assets the way you desire
  • Create trusts for spouse and other beneficiaries
  • Appoint guardians for your children
  • Reduce legal expenses and hassles for your heirs after your death
• Have will typewritten – most states don’t recognize handwritten (holographic) wills

Before seeing a lawyer:

• Review book(s) and/or software about wills before seeing a lawyer to reduce the time (and therefore expense) you’ll need to spend with the lawyer
• Determine who gets what
• Determine who executor will be

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