Sep 26 • Insurance and Estate Lane
Estate Planning Day 26
⚖️ Questions to Ask an Estate Attorney
When you meet with an estate attorney, ask:
• What makes a will valid in my state?
• When is probate required?
• Are there special county probate rules?
• What happens if I die without a will?
• Who can serve as executor?
• How do Power of Attorney rules work here?
• How are homes, vehicles, and businesses transferred after death?
• Do beneficiary designations override my will?
• Are there estate or inheritance taxes in my state?
• What deadlines would my family need to meet?
• What documents should my family keep?
• What is the biggest mistake families make in this state?
💬 Legacy Question: Do you know which estate rules are specific to your state or county?
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Estate Planning Day 26
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