Estate planning can be thought as a team sport. For an effective estate plan, you will utilize the talents of several professionals; life insurance underwriter, trust officer, financial planner, accountant and finally an attorney. Each professional has their own concerns about your estate plan. No one professional can create you a cohesive estate plan. Your attorney will be the final step in your team to put the work together from the other professionals.
As your attorney, I will create a legal plan for your estate. Any information that you have from the rest of your team, I will use to look at to create this plan. My job is to interrupt the law for you and your team. I will give you a checklist to collect the necessary information in order to create a cohesive plan for your estate. Your accountant and your financial planner knows the in and outs of your financial situation, but I know the in and outs of your legal options.
If you are ready to begin your Estate Plan, please contact me today.