|
|
 |
|
|
Things To Know Before Hiring An Estate Planning Lawyer by Jason Lom
|
|
|
Things To Know Before Hiring An Estate Planning Lawyer |
|
|
|
|
|
Law
|
|
|
To formulate a complete and accurate estate plan, you need to begin with your financial information. Here's why…it's impossible for you and your attorney to create an intelligent estate plan that transfers your assets at your death if you don't know precisely what assets you have. It's impossible for you and your estate planning attorney to be certain that your beneficiary designations are up-to-date if you don't know who the current beneficiaries are. And it's impossible to determine if your assets are titled correctly if you're not sure whose name or names are on the titles. That's why to establish an accurate and complete estate plan, you need a list or inventory of your assets and debts which includes the name or names currently on the title of each asset. And you need a list or inventory of your life insurance policies and your retirement plans including the names of the primary and secondary beneficiaries. Here are some of the points that will help you in finding the right attorney for your estate planning It is recommend that you hire an experienced estate planning or elder law attorney to prepare the legal documents that will make up your estate plan. It's penny-wise and pound-foolish to "do-it-yourself." However, it is also necessary that you control your estate plan. You tell your attorney what you want your plan to accomplish. Ask your attorney what options you have, including the cost, and the positives and negatives of each option. Then you decide (not your attorney) which options best meet your objectives. How to Locate an Estate Planning Attorney You want an estate planning or elder law attorney - an attorney who does estate planning for a living and not as a sideline. Your best source of information is a satisfied customer, so ask family and friends for suggestions. Your accountant and financial planner are also good sources of recommendations. Another source is your local Bar Association; call and ask for the names of estate planning and elder law attorneys in your area. Cost of the Initial Consultation Most estate planning and elder estate planning attorneys do not charge for an initial consultation. Take advantage of a no cost consultation. It will give you the opportunity to judge whether you feel comfortable with the attorney and what his or her fees will be for the documents that you need prepared. Here are some of the questions you need to ask an attorney before hiring him/her 1. Make sure that estate planning is the primary area of practice of the attorney you hire 2. How will the advocate charge you, flat fee or hourly? 3. If you have questions will you be able to contact him personally by phone or email? 5. Do you return calls or emails promptly? I'm sorry to say that some attorneys do not treat their clients well. If you are not treated respectfully by the attorney and staff; if you are kept waiting for an unreasonable amount of time; if fees are not readily and thoroughly explained; if your estate plan cannot be done in a timely manner and if your phone calls are not returned promptly, find another attorney. Gary Stewart Seflin Law- he brings to the table the experience and track record of success that would be the envy of any area personal injury or estate planning lawyer. Click Here for more information
Related Articles -
Estate Planning Attorney, estate plan,
|
Rate This Article  |
|
|
|
|
|
Do you Agree or Disagree? Have a Comment? POST IT!
| Reader Opinions |
|
|
|
|
|
|
|
|
|
| Author Login |
|
|
 |
Advertiser Login
ADVERTISE HERE NOW!
Limited Time $60 Offer!
90 Days-1.5 Million Views
|
|
ALEX BELSEY
I am the editor of QUAY Magazine, a B2B publication based in the South West of the UK. I am also the...more
|
|
|
|
|
LAURA JEEVES
At LeadGenerators, we specialise in content-led Online Marketing Strategies for our clients in the t...more
|
|
|
|
|
STEPHEN BYE
Stephen Bye is a fiction writer. His most recent novels are a 5-book “The Developer” series which be...more
|
|
|
|
|
LEVAL AINAH
I am an internet marketer and also an educator. My goal is to help others who are looking to improve...more
|
|
|
|
|
TIM FAY
After 60-plus years of living, I am just trying to pass down some of the information that I have lea...more
|
|
|
|
|
GENE MYERS
Author of four books and two screenplays; frequent magazine contributor. I have four other books "in...more
|
|
|
|
|
ADRIAN JOELE
I have been involved in nutrition and weight management for over 12 years and I like to share my kn...more
|
|
|
|
|
MICHAEL BRESCIANI
Rev Bresciani is the author of two Christian books. One book is an important and concisely written b...more
|
|
|
|
|
PAUL PHILIPS
For more articles, blog messages & videos and a free e-book download go to www.NewParadigm.ws your p...more
|
|
|
|
