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A last will and testament directs the distribution of a person’s probate assets upon their passing. Probate assets may include real estate, bank and investment accounts, stocks, bonds, insurance, and tangible personal property such as motor vehicles and jewelry.

Critical issues to consider for a person when drafting a will include:

  1. Who will be my executor?
  2. Do I have any minor children or grandchildren?
  3. Do I have a loved with a disability?
  4. How are my assets currently titled?
  5. What are the tax implications?
  6. What if I require skilled nursing care in the future?