Do You Need Help With an Estate Plan?
Getting the assistance of a knowledgeable estate-planning attorney is vital in ensuring that you’re the distribution of your property and healthcare wishes are communicated and carried out. Whether you want to draft a basic will to provide for your family, revise an existing will, create a trust agreement, or complete a detailed and complex estate plan that includes living and testamentary trusts, tax-free gifts, healthcare directives, and more — having the help of an experienced estate-planning attorney can be an invaluable asset.
How an Estate Planning Attorney Can Help?
A knowledgeable estate planning attorney will first want to talk to you about the state of your financials, what real and personal property you own, your estate planning goals, the needs of your loved ones in the even of your death, and your healthcare wishes. Your attorney will then inform you of what options are available to you and will work closely with you to create an estate plan that matches your needs and wishes. Your attorney can also advice you as to what steps you can currently take in order to save your estate and your loved ones taxes and unnecessary expenses. Also, an estate planning attorney will prepare and execute all essential documents such as wills, living and testamentary trusts, and any powers of attorney. An attorney may also be able to anticipate and avoid negative tax consequences by working with tax and accounting advisors.