You need to make sure all the pieces of your puzzle fit together, like beneficiary designation, consistency, awareness of the law, and understanding what type of plan is appropriate for you. This is where working with a professional is essential. If the goal is to make things as easy as possible for your loved ones when you’re gone or during your incapacity, choosing the right attorney becomes essential.
Estate planning is complicated. If you want to make sure that you’ve covered all your bases, you have to find an attorney who is focused on estate planning. We keep up-to-date on changing laws. We have many tools at our disposal because we’ve been working in this are for 35 years. We have solutions for whatever the situation might be. Often, we have clients who are embarrassed to tell us about, for example, a child who has a heroin addiction. It’s hard to talk about those things but we’ve handled all of those situations before. In fact, we can virtually guarantee you we’ve handled it before and we have a great solution for you.
It’s very important that you’re comfortable with your estate planning attorney. This is a long-term relationship and you want to be comfortable calling with questions. You don’t want to feel judged and you want to be happy going every two to three years and having that review, without it being an excruciating process.
Reputation is important. You can’t always depend entirely on the simplicity of rating systems, particularly since legal services also aren’t like sitting down at a restaurant and eating a meal. It’s a little more complicated than that, but their rating and reputation is still a good indicator of where they fit in the scheme of things. The ancient Romans are quoted as saying “knowledge is power.” But, a closer translation is “know-how is power.” You need to find an attorney with know-ho of the law as it actually plays out. That’s the planning we do for people. It’s not something you can regurgitate from a book or cut-and-paste from a template. It is something that we really understand and know It’s how we can better assist and protect your family.
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