Estate Planning Tips for 2020

Thinking about end of life is not the most exciting topic but it’s one of the most important things you can prepare for to ensure your belongings go to whom you intend. Our estate planning attorney in Camden County, Missouri knows how important it is to line out your wishes in a legal document to ensure they are carried out just how you envision. O’Donnell Law Center is here to help point out a few tips as you prepare your estate plan for 2020 below.

Assess your Assets

A list of assets can help you make decisions on each asset. Having a complete list can help ensure no assets get overlooked when making estate planning decisions with your attorney. A complete list will help you assess what you have, how it is titled, and who you want to name as a beneficiary.

Discuss Estate Plan with Family

Reviewing your estate plan with your loved ones should not be something you spring on them. Try to prepare them for what may be an emotional and potentially intense conversation. Some individuals choose to include their family members in the initial estate planning process. This is your estate planning journey and we’d like to help bring your vision to fruition. 

Consult Estate Planning Attorney

There are many legal documents required to ensure an estate plan is complete and legally sound. An estate planning attorney can help ensure your plan is accurate and written in the right language to protect your assets and your beneficiaries and to ensure your exact wishes are carried out.

Now that you know some tips for preparing an estate plan near the Lake of the Ozarks, you’re ready to make an appointment with an experienced estate planning attorney in Osage Beach, MO. Our team can help guide you through the process every step of the way, right by your side. We can even help provide a comfortable place for you and your family to meet to discuss your estate plan in a calm and professional environment. Contact O’Donnell Law Center today to schedule your initial consultation to discuss your estate plan and what you need to get started.

We Carry Your Burden ~ You Carry On With Life.

Disclaimer: No attorney-client relationship is created by the publication of this blog.

The choice of a lawyer is an important decision and should not be based solely on advertising.

Phone: (573) 552-0317

O'Donnell Law Center, LLC
1026 Palisades Blvd. Suite 3
Osage Beach, MO  65065


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