Most people know that they definitely need at least some basic estate planning documents, although many people don’t have any plans or tools in place. In fact, according to a CNBC report on a recent survey, around 67% of people do not have an estate plan at all.
Portrait of happy parents, grandparents and children baking in the kitchen
Unfortunately, failing to plan for the future can have dire consequences for you and your loved ones. And, worse yet, even if you do make a basic plan, such as creating a last will and testament, there are some other aspects of estate planning that are frequently overlooked. Failing to address these issues could make life harder for you and those you leave behind.
To avoid having this happen to you, here are five overlooked estate planning tasks to be sure you are including in your estate plan.
1. Planning for long-term care
2. Planning for your pets
3. Naming backup representatives and beneficiaries
4. Addressing the specific needs of your heirs and beneficiaries
5. Facilitating a quick and tax-efficient asset transfer
You can address these overlooked estate planning tasks with help from an attorney
At the Northern California Center for Estate Planning and Elder Law, we have helped families in many situations where parents needed help putting a plan in place. We can work with your family in a way that you are comfortable with to ensure that your parents are able to secure their legacy. Give us a call today at (916) 437-3500 or contact us online to talk with a Sacramento estate planning attorney who can help you.
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