Secure Your Assets With Lisa M Goldblatt Law

Secure Your Assets With Lisa M Goldblatt Law

Hire a trustworthy estate planning attorney in Ellicott City, MD

Are you ready to set up a trust or will? Do you want to secure your assets? Call Lisa M Goldblatt Law in Ellicott City, MD for estate planning assistance. Attorney Goldblatt will help you draft wills and trusts so you can control how your assets are used.

Start planning for your future with our estate planning checklist

Whether you intend to leave your estate to your children or to your partner, it’s important to think ahead and put your wishes in print. Below are a few things you can do to prepare for the estate planning process:

  1. Make sure you designate a beneficiary and an alternate beneficiary on all accounts that provide for a beneficiary. This includes brokerage accounts, investment accounts, retirement accounts, etc.
  2. Tell your loved ones the names of the companies where you have:
    • Bank accounts
    • Retirement accounts
    • Investment accounts
    • Brokerage accounts
    • Stock investments
    • Life insurance
    • Health insurance
    • Safe deposit boxes
  3. If you have a safe in your home, make sure your loved ones have the combination.
  4. Provide a copy of your last will and testament, advanced health care directive and financial power of attorney to your family members, or at least the individual you designate your representative.
  5. Do not add your children to your deed or mortgage. Probate is not a difficult process if planned properly. The same goes for your bank accounts and investment or retirement accounts.

You can count on attorney Goldblatt to do whatever it takes to meet your wishes. Call Lisa M Goldblatt Law at 443-574-5037 to schedule a consultation.