If you want to ensure that your property is distributed in accordance with your wishes and that your healthcare is looked after as you age, working closely with a social security, workers compensation & estate planning lawyer / attorney in Westminster is the key. Regardless of all you want is to prepare a final will and testament to provide for your immediate family, create a trust or create an estate plan that includes living trusts, the granting of tax-free gifts and more, then an estate planning lawyer can be an important and valuable asset.
How can the lawyer help?
The best plan for your estate comes when you have an open and honest relationship with your lawyer, for him or her to prepare the best plan there is a need for detailed information about your financial state. Your lawyer will need to know what you own, what it is worth and how you hold title to the asset. To do this you will probably have to bring your lawyer into your confidence, sharing information about your heirs which is sensitive.
Your lawyer, once fully aware of the state of your financial affairs will discuss the options that you have with a view to working towards a solution that is right for you, your situation and your wishes. Once decisions are made, your social security, workers compensation & estate planning lawyer / attorney in Westminster will prepare and execute all the documents that are required which include a power of attorney, you will, trust documents, etc. In an effort to mitigate estate tax upon your demise, your lawyer will often consult with tax advisors and accountants as seen fit.
As you and your lawyer work through your affairs there is bound to be areas where you are at a loss. Don’t be afraid to ask questions, planning your estate can be mentally exhausting and quite complicated.
It is very important that you be involved in the disposition of your estate. It is a good idea for you to work closely with a social security, workers compensation & estate planning lawyer / attorney in Westminster. You are invited to contact the Law Offices of Norman J. Homen.