When you meet with the estate planning attorney to discuss your estate, the attorney's going to ask you who your primary beneficiaries are. Within that question or conversation, the attorney also is going to ask you who your successor or contingent beneficiaries would be. You have to consider what happens if a beneficiary does not survive you. So, those are some of the questions that are not common for people to think about or discuss, and that's where the knowledge and the experience of an estate planning attorney can make sure your will, or trust, is properly drafted.
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Michael L. Cahill is an attorney and certified public accountant providing estate planning, probate and tax services in the St. Petersburg, Seminole, Largo, Clearwater and Florida gulf beach communities.