Russ Cook & Associates, PC
view our Practice areas

Creating an estate plan in 2018? How to get started

It's the start of a new year and for many people, that means making resolutions to do things differently or better in the coming year. However, these resolutions can often -- and easily -- be broken. People get distracted or unmotivated, particularly when it involves doing something that seems complicated and uncomfortable, like making an estate plan.

If you have decided you want to create an estate plan this year, then there are some simple steps you can take to get started so that you can keep this New Year's resolution.

  1. Think about your goals-This can include your financial plans for retirement, setting aside assets for your kids or keeping the details of your estate private. Taking the time to think through these goals can help you prioritize your needs and focus on what is most important to you.
  2. Start small-Do not make the mistake of thinking you have to tackle every estate planning objective at once. You can start off by creating a basic will or completing a living will. Over time, you can add to your plan and make changes. 
  3. Identify important people-Guardians, personal representatives, trustees and beneficiaries are all people who will be affected by your estate plan. Think about who will fill these positions. You can also discuss your thoughts with these people to ensure they are willing and capable of taking on these roles.
  4. Talk to an attorney-The legal process can be overwhelming, and attempting to get through it alone can be daunting. To make it easier and less intimidating, you can consult an estate planning attorney who understands state estate planning laws and can help you navigate the legal system.

Taking the first steps toward creating an estate plan can be difficult. However, the longer you put it off, the longer you go without the protection and peace of mind that comes with having a plan in place.

No Comments

Leave a comment
Comment Information

What Our Clients Are Saying About Us

  • “Everyone we came in contact with was wonderful. The staff and Russ treated us like family at all times.”

    - June S.
  • “Being new to the area having moved from out of state, I was searching for an attorney to assist in elder estate planning for my mother. I was referred to Russ Cook & Associates and found the firm as a whole and Russ Cook himself to be very helpful and accommodating to my needs, as well as experienced and very knowledgeable on the matter I was seeking assistance. I would definitely recommend Russ Cook and Associates.”

    - Brad H.
  • “Mr. Cook and his staff were phenomenal to work with on my will. They are extremely professional and friendly and made the process seamless. They go above and beyond!”

    - Amber C.
  • “Russ took the time to answer my questions by email, so that I knew exactly what would take place when I visited his office and his time as well as mine was used efficiently. I appreciated his thoroughness and his professionalism, as well as that of his staff.”

    - JoAnn G.
  • “Overwhelmingly positive experience.”

    - Stephen W.
Email Us For A Response

Schedule An Initial Consultation Today

Contact us today to schedule a consultation by sending us an email or by calling 615-200-9117.
We assist clients throughout the Nashville area.

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Brand Contact

5141 Virginia Way
Suite 220
Brentwood, TN 37027

Phone: 615-200-9117
Fax: 615-370-5938
Brentwood Law Office Map

Office Hours:
Monday: 8:00 AM – 4:30 PM
Tuesday: 8:00 AM – 4:30 PM
Wednesday: 8:00 AM – 4:30 PM
Thursday: 8:00 AM – 4:30 PM
Friday: 8:00 AM – 4:30 PM

Summer Hours Office:
8:00 AM - 1:00 PM on Fridays
May 24th Through August 30th

Map Image