Are you working on setting up an estate plan? If you are then you may feel like you have to go it alone. This is far from the truth. There are many people that you can and should involve in your estate planning. Here are a few of them.

Financial Advisors

Do you work with a specific banker, insurance agent or have a financial advisor? If you work with any or all of these people they should be involved in your estate planning. They can provide you with expert and important advice for what the true value of your estate may be and how best to handle those assets. This information can be invaluable to your estate planning attorney in drafting the best plan for you and your loved ones.

Your Accountant

Who knows your finances better than you? Why your accountant of course. Even if you only speak to your accountant at tax time, they may have a particular insight into your finances and be able to provide valuable input into the development of your estate plan.

Your accountant will also need to know of any asset protection or trusts that you establish as part of the plan.

Family

Your family should be involved as well. It will keep them informed and help to prevent any surprises or hurt feelings during an already stressful time in their lives.

For assistance with drafting your estate plan, contact the experts at Stano Law group today.