Any time you are looking for financial advice you need to be certain that you have identified a top notch resource. Estate planning involves the distribution of the assets you have been able to accumulate throughout your life, and this is indeed an important task. But many people look to elder law attorneys to help them plan for their twilight years as well, so there is a great deal to consider and you don’t want to trust these matters to just anybody. With that in mind, here are some tips on how to find the right estate planning lawyer.
Seek Out Recommendations
What can be a more efficient way to select an estate planning lawyer than to simply accept the recommendation of a trusted family member, friend, or colleague? If someone that you trust endorses a particular elder law specialist you probably don’t need to look any further.
Experience Matters
Education is very important, intelligence is key, and enthusiasm is priceless, but when it comes to estate planning experience rules the roosts. There are so many different scenarios that come into play that it simply takes time to have seen them all. Make sure that your attorney has handled estates similar to yours, and don’t be shy about asking relevant questions.
Estate Planning Specialization
The legal profession is a broad one, so attorneys cannot be true experts in every different area of specialization. Anyone can draw up a will using readily available software programs–you can even do this for yourself. So there are attorneys who dabble in estate planning while they handle traffic tickets, personal injury cases, and DUIs. There is nothing inherently wrong with this type of practice, but if you want truly expert representation, you are going to want to engage the services of a dedicated and focused estate planning specialist.
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- Leaving Assets Can Be Tricky – Part 3 - August 13, 2020
