Part of the estate planning process is ensuring that when you die your heirs will accept your decisions. This will avoid issues with contesting the plan in a California court or hold ups during probate. However, it is not always easy to ensure things will run smoothly. After all, when all is said and done, you will not be around to manage things. So, it is always best to make sure that you think ahead and get things worked out while you are still here to control the situation.
Forbes suggests that you gather your heirs and have a frank discussion about what is in your estate plan. Letting everyone know what you will do ahead of time allows them a chance to voice their concerns and objections. You can then address them and, hopefully, clear them up to prevent issues in the future.
You may also want to use certain aspects of your estate plan to guarantee your wishes will be followed. You can create trusts to make sure specific assets go to a specific person or distribution goes a certain way.
It is also wise to avoid making decisions that you know will be especially upsetting. Creating a situation that you know will make people mad is just asking for issues. While you should do what you want, if you can avoid doing something that will for sure cause aggravation, you should. That does not mean not leaving certain assets to certain heirs. It means, for example, not making one of your children the executor when you know the other siblings will be upset by it. This information is for education and is not legal advice.