Finding and choosing an estate planning lawyer can be intimidating. This video provides tips for finding and interviewing lawyers. Learn where you can go online to find qualified estate planning lawyers in your area from ACTEC Fellows Richard R. Start by identifying what you need to achieve with your estate plan.
This information will help you determine the type of lawyer you will need. If you already have an existing will, our firm can evaluate your will to determine if adding a trust would improve your estate plan goals. All estate plans should be reviewed periodically to ensure they are up to date with any changes in the law and its circumstances. Unfortunately, he may have postponed taking appropriate arrangements for his future in case he is no longer on the scene.
This is possibly the worst mistake you can make. Every good estate plan is a personalized event, taking into account your current family structure, along with up-to-the-minute tax law and recent court decisions. A good real estate lawyer will also work with you as the years go by to keep your plan and Living Trust up to date and relevant. No automated California estate planning tool or living trust template can do this correctly.
Googling “California estate planning” and trying to do it yourself can lead to disasters for your loved ones, decades into the future. And if you have used a lawyer for real estate or family law, divorce and are satisfied with that lawyer, they can often give you referrals to good estate planning lawyers. It is important to consult with an estate planning attorney to determine exactly which assets should be titled under the trust and which should be left out of the trust. I know that Florida has board certification in wills, trusts and probate and that means that the lawyer has taken a very rigorous test and specializes in estate planning.
You can fund a trust with specific assets for a specific purpose, or you can move all of your assets to a trust for tax planning. An estate planning attorney can also be called upon to guide anyone with power of attorney over the estate of a recently deceased person through the probate court process. Part of a California estate plan is a will that leaves everything that is not in your living trust at the time of death (but should be) to your trust. If you're looking for a California certified estate planning, trust and probate lawyer in Downey, California, you've come to the right place.
There are a lot of estate planning lawyers and it's important to examine them; and there are ways to investigate them by simply having some sort of interview process with them. If your estate is large enough to face inheritance tax or “inheritance tax,” you should ask your lawyer about options such as a QTIP trust. Most people will want to look for an estate planning lawyer who can help them draft a will, powers of attorney, and basic trusts.