Checklist for choosing an estate planning attorney

1. Is the attorney proficient with the level of planning that you require?
2. Is the attorney someone you can relate to and feel comfortable about revealing your financial information, personal information, and confidential concerns you have about some of your heirs and beneficiaries?
3. Is the attorney that is willing to give you guidance, but willing to draft a plan that addresses your concerns?
4. Is the attorney providing you with fair value?

Answers to your questions

Consider how your estate plan will take care of your family

A farm or business could provide income for generations. Alternatively, a retirement or brokerage account that took a career to accumulate could be gone to a few purchases and taxes without proper guidance. If you took great care in raising your children providing them with educational opportunities, sports, dance, private lessons, you should consider the gift of a trust to benefit them and your grandchildren. A trust for your heirs can provide…

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