Thinking about accomplishing more than one goal with your estate planning? If so, you’re not alone. It’s important to think about how you intend to accomplish this goal, however, by setting up a meeting with an estate planning lawyer.

More and more baby boomers are considering leaving behind all or a portion of their estate to charitable organizations or individuals outside of the family. For example, you might wish to leave behind assets to your favorite charity, your alma mater or a religious institution.ThinkstockPhotos-671706724

However, you need to think broader than just these organizations and your family members as you may also wish to leave behind bequests for colleagues, neighbors, and friends. Consulting with an attorney can help you identify the strategies and documents you’ll need to have in place in order to accomplish this goal. Far too many people put off the process of making a basic will and that is to say nothing of the other strategies and documents that can assist in your estate planning process.

A recent health and retirement study of 26,000 individuals over age 50 indicated that the younger the survey respondent was, the less likely he or she was to have a prepared will.

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