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14 Nov, 2024 by Repentant sinner
I had a consultation with Richard Shapiro in which he explained, nit why he thought, but why I was wrong about how I chose to leave my estate to my beneficiaries. Lawyers overall I’ve found as most of us have to be extremely dishonest greedy and not looking out for their client but their wallet. When with the years of trust, estate and probate experience, to the point that on occasions I wrote our errata’s to pending petitions, guided me as to what I know is best for my beneficiaries, Mr Shapiro disagreed however was unable to provide a valid argument as to why his thought on how I should distribute my estate was wrong and even made the ludacris assumption I should put monies for adults in their 40s 50s and 60s into a trust that would not be immediately distributed at the time of my death. My decision is to have my beneficiaries be saved from dealing with greedy corrupt lawyers, power crazed trustees and executors and very wisely instead leave monies to beneficiaries of accounts which they would then immediately without lawyers or other corrupt interference , get their money. Okay, so Mr Shapiro said you’re not protected legally then and a wife could then somehow get that money . Instead his brilliant idea appears to be to treat adults like under age children and have them subject to trustees , trustee fees and the power crazed people giving them money like an allowance. I’m apparently unable to make the decision it appears he thinks to allow my beneficiaries, all who are adults, to have use and enjoy the money I leave them without being subject in their 40s and 50s and 60s to being lorded over by a trustee..of course which gets a nice fee, plus a trust company also taking more money in fees. Be wise and find someone ..speak to several lawyers when planning your estate and remember your decisions will affect your beneficiaries. They can be subject to years of litigation to even get their portion If the trustee fails their fiduciary duties and without spending months or years and endless amounts of lawyer fees. Theres nothing they can do about it. I think Richard was not concerned about me, my beneficiaries, what’s best for us and the money and assets but it seems to me in my humble opinion he’s more interested in making the estate pay the most possible , and continue making it pay year after years in a trust for successful adults, including 2 attorneys, one pediatric surgeon, as well as other mature adults, who do not need babysitters and to have to go to strangers to get their money in dribbles from a stranger. Honestly it’s so disheartening time after time to see how corrupt people are when money is involved. Do your research, leaving bank or brokerage accounts to beneficiaries is easiest quickest and the way to avoid any greedy or disturbed lawyers or executors or trustees to harm your loved ones.
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04 Nov, 2024 by Roy rysinger
I've worked with Susie Sohn for many years on various business, personal, and real estate legal matters. Susie and her team have always been excellent and are a true pleasure to work with!
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23 Oct, 2024 by Dustin leibowitz
I am happy to share my experience working with Susie Sohn, an exceptional attorney who has become my go-to recommendation for my clients over the past couple of years. From the moment I was referred to her by a colleague, it was clear that I had found a true professional in the field. Susie’s hard work and dedication are evident in every interaction. She approaches each case with an impressive level of experience and expertise, ensuring that my clients receive the best possible guidance. Her ability to communicate effectively and transparently sets her apart, making the legal process much smoother for everyone involved. Working with her is always a pleasure; her friendly demeanor and professionalism create a welcoming environment. I wholeheartedly recommend Susie Sohn to anyone in need of an attorney. Her commitment to her clients and her exceptional skills make her an invaluable asset in the industry. Thanks Susie!
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01 Aug, 2024 by Zuleica ortiz
My family has used Mr. Ferrera’s services a few times now and we are never disappointed! This man is THE man to have in your corner hands down! Would highly recommend to anyone in need of someone who has your back!
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31 Jul, 2024 by Derek white
I was in need of an attorney and I found one that attorney did not do the best that I thought could be done. I found Jamie Ferara and he was the best attorney and his nickname from me is a true hard worker He read all of my alleged charges represented me like an attorney would, and, hands-down, the best representation money could protect yourself improve your innocence this attorney I will highly recommend Anyone that needs representation that he has to offer not only that he answered the telephone when I called to ask him a question. I did not have to leave a message and wait. For eternity to get a returned, phone call thank you for your representation Jamie You are a five star attorney in Orange County, Goshen, New York thank you Yours truly DEREK WHITE.
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27 Jul, 2024 by Jose ortiz (macho)
Absolutely outstanding! Jamie Ferrara at Ferrara Law exceeded all my expectations. From our first consultation, it was clear that Jamie possesses a profound understanding of the law and a genuine commitment to his clients. He handled my case with exceptional professionalism, providing clear and consistent communication throughout the process. Jamie's strategic approach and attention to detail were instrumental in achieving a favorable outcome. His dedication, expertise, and compassionate demeanor truly set him apart. I highly recommend Jamie Ferrara and Ferrara Law to anyone in need of top-notch legal representation. Five stars!
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14 Jun, 2021 by Anthony delgado
impeccable service kept me up to date thruout the entire process very good people not just out there for a payday. i highly recommend
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17 May, 2021 by Nathan
First and foremost, the Magnell Office is a cut above the rest. They were not only cordial and attentive but displayed a strong sense of trust, integrity, and reliability when taking on my case. Back in 2020, I got a speeding ticket for driving a 53 in a 30. As an out-of-state driver, I was unaware of New York's point system. Not to mention the fact that this was my first-time offense. Long story short, I would have gotten 6 pts; however, the Magnell Office brought it down to 0 pts and a fine for littering on the highway. I highly recommend this law firm. If I could, I would give them a 6 out of 5.
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10 Feb, 2021 by Megan
Glenn Magnell and his team were great to work with! During these crazy times with covid, Glenn gave me peace of mind knowing I didn't have to worry about my case. They kept me up to date and helped me with my speeding ticket. Would highly recommend!!! Great group of hard working people! Thank you!
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29 Nov, 2016 by Anonymous
Aaron helped my family so much in starting a family business. He was very knowledgeable with all the contracts and was always accessible. He was down to earth And explained it easily for us to understand
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12 Feb, 2015 by Anonymous
Mr. Fitch helped me with a couple of contracts for my consulting business. He was responsive (turned things around in a day or less), attentive to detail (detected some omissions in the initial draft sent by the client) and courteous. All his edits were accepted by the client.
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12 Feb, 2015 by Ciro
Aaron always responded promptly to my inquiries. He was always available and professional without being aloof. I would recommend him to anyone
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01 Nov, 2023 by Mik sky
Choosing G. Barone as your attorney will be the BEST decision you can make. He is knowledgeable, ethical, transparent and honest. As your attorney, he is in constant communication with you. I feel he went above and beyond anything I could have ever expected. Dealing with legal situations can be very strenuous. Knowing that I had Gardiner as my lawyer offered me a lot of peace. I highly recommend his services!!!!
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30 Oct, 2019 by Giulia preziuso
Very welcoming and professional staff created an immediate secure environment. The consultation with Mr. Barone was thorough, honest and fair. He's a master of his craft, you're in the best hands.
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14 Nov, 2024 by Repentant sinner
I had a consultation with Richard Shapiro in which he explained, nit why he thought, but why I was wrong about how I chose to leave my estate to my beneficiaries. Lawyers overall I’ve found as most of us have to be extremely dishonest greedy and not looking out for their client but their wallet. When with the years of trust, estate and probate experience, to the point that on occasions I wrote our errata’s to pending petitions, guided me as to what I know is best for my beneficiaries, Mr Shapiro disagreed however was unable to provide a valid argument as to why his thought on how I should distribute my estate was wrong and even made the ludacris assumption I should put monies for adults in their 40s 50s and 60s into a trust that would not be immediately distributed at the time of my death. My decision is to have my beneficiaries be saved from dealing with greedy corrupt lawyers, power crazed trustees and executors and very wisely instead leave monies to beneficiaries of accounts which they would then immediately without lawyers or other corrupt interference , get their money. Okay, so Mr Shapiro said you’re not protected legally then and a wife could then somehow get that money . Instead his brilliant idea appears to be to treat adults like under age children and have them subject to trustees , trustee fees and the power crazed people giving them money like an allowance. I’m apparently unable to make the decision it appears he thinks to allow my beneficiaries, all who are adults, to have use and enjoy the money I leave them without being subject in their 40s and 50s and 60s to being lorded over by a trustee..of course which gets a nice fee, plus a trust company also taking more money in fees. Be wise and find someone ..speak to several lawyers when planning your estate and remember your decisions will affect your beneficiaries. They can be subject to years of litigation to even get their portion If the trustee fails their fiduciary duties and without spending months or years and endless amounts of lawyer fees. Theres nothing they can do about it. I think Richard was not concerned about me, my beneficiaries, what’s best for us and the money and assets but it seems to me in my humble opinion he’s more interested in making the estate pay the most possible , and continue making it pay year after years in a trust for successful adults, including 2 attorneys, one pediatric surgeon, as well as other mature adults, who do not need babysitters and to have to go to strangers to get their money in dribbles from a stranger. Honestly it’s so disheartening time after time to see how corrupt people are when money is involved. Do your research, leaving bank or brokerage accounts to beneficiaries is easiest quickest and the way to avoid any greedy or disturbed lawyers or executors or trustees to harm your loved ones.
Read more Google Maps
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04 Nov, 2024 by Roy rysinger
I've worked with Susie Sohn for many years on various business, personal, and real estate legal matters. Susie and her team have always been excellent and are a true pleasure to work with!
Read more Google Maps
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23 Oct, 2024 by Dustin leibowitz
I am happy to share my experience working with Susie Sohn, an exceptional attorney who has become my go-to recommendation for my clients over the past couple of years. From the moment I was referred to her by a colleague, it was clear that I had found a true professional in the field. Susie’s hard work and dedication are evident in every interaction. She approaches each case with an impressive level of experience and expertise, ensuring that my clients receive the best possible guidance. Her ability to communicate effectively and transparently sets her apart, making the legal process much smoother for everyone involved. Working with her is always a pleasure; her friendly demeanor and professionalism create a welcoming environment. I wholeheartedly recommend Susie Sohn to anyone in need of an attorney. Her commitment to her clients and her exceptional skills make her an invaluable asset in the industry. Thanks Susie!
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14 Nov, 2024 by Repentant sinner
I had a consultation with Richard Shapiro in which he explained, nit why he thought, but why I was wrong about how I chose to leave my estate to my beneficiaries. Lawyers overall I’ve found as most of us have to be extremely dishonest greedy and not looking out for their client but their wallet. When with the years of trust, estate and probate experience, to the point that on occasions I wrote our errata’s to pending petitions, guided me as to what I know is best for my beneficiaries, Mr Shapiro disagreed however was unable to provide a valid argument as to why his thought on how I should distribute my estate was wrong and even made the ludacris assumption I should put monies for adults in their 40s 50s and 60s into a trust that would not be immediately distributed at the time of my death. My decision is to have my beneficiaries be saved from dealing with greedy corrupt lawyers, power crazed trustees and executors and very wisely instead leave monies to beneficiaries of accounts which they would then immediately without lawyers or other corrupt interference , get their money. Okay, so Mr Shapiro said you’re not protected legally then and a wife could then somehow get that money . Instead his brilliant idea appears to be to treat adults like under age children and have them subject to trustees , trustee fees and the power crazed people giving them money like an allowance. I’m apparently unable to make the decision it appears he thinks to allow my beneficiaries, all who are adults, to have use and enjoy the money I leave them without being subject in their 40s and 50s and 60s to being lorded over by a trustee..of course which gets a nice fee, plus a trust company also taking more money in fees. Be wise and find someone ..speak to several lawyers when planning your estate and remember your decisions will affect your beneficiaries. They can be subject to years of litigation to even get their portion If the trustee fails their fiduciary duties and without spending months or years and endless amounts of lawyer fees. Theres nothing they can do about it. I think Richard was not concerned about me, my beneficiaries, what’s best for us and the money and assets but it seems to me in my humble opinion he’s more interested in making the estate pay the most possible , and continue making it pay year after years in a trust for successful adults, including 2 attorneys, one pediatric surgeon, as well as other mature adults, who do not need babysitters and to have to go to strangers to get their money in dribbles from a stranger. Honestly it’s so disheartening time after time to see how corrupt people are when money is involved. Do your research, leaving bank or brokerage accounts to beneficiaries is easiest quickest and the way to avoid any greedy or disturbed lawyers or executors or trustees to harm your loved ones.
Read more Google Maps
star star star star star
04 Nov, 2024 by Roy rysinger
I've worked with Susie Sohn for many years on various business, personal, and real estate legal matters. Susie and her team have always been excellent and are a true pleasure to work with!
Read more Google Maps
star star star star star
23 Oct, 2024 by Dustin leibowitz
I am happy to share my experience working with Susie Sohn, an exceptional attorney who has become my go-to recommendation for my clients over the past couple of years. From the moment I was referred to her by a colleague, it was clear that I had found a true professional in the field. Susie’s hard work and dedication are evident in every interaction. She approaches each case with an impressive level of experience and expertise, ensuring that my clients receive the best possible guidance. Her ability to communicate effectively and transparently sets her apart, making the legal process much smoother for everyone involved. Working with her is always a pleasure; her friendly demeanor and professionalism create a welcoming environment. I wholeheartedly recommend Susie Sohn to anyone in need of an attorney. Her commitment to her clients and her exceptional skills make her an invaluable asset in the industry. Thanks Susie!
Read more Google Maps
See more
star star star star star
14 Nov, 2024 by Repentant sinner
I had a consultation with Richard Shapiro in which he explained, nit why he thought, but why I was wrong about how I chose to leave my estate to my beneficiaries. Lawyers overall I’ve found as most of us have to be extremely dishonest greedy and not looking out for their client but their wallet. When with the years of trust, estate and probate experience, to the point that on occasions I wrote our errata’s to pending petitions, guided me as to what I know is best for my beneficiaries, Mr Shapiro disagreed however was unable to provide a valid argument as to why his thought on how I should distribute my estate was wrong and even made the ludacris assumption I should put monies for adults in their 40s 50s and 60s into a trust that would not be immediately distributed at the time of my death. My decision is to have my beneficiaries be saved from dealing with greedy corrupt lawyers, power crazed trustees and executors and very wisely instead leave monies to beneficiaries of accounts which they would then immediately without lawyers or other corrupt interference , get their money. Okay, so Mr Shapiro said you’re not protected legally then and a wife could then somehow get that money . Instead his brilliant idea appears to be to treat adults like under age children and have them subject to trustees , trustee fees and the power crazed people giving them money like an allowance. I’m apparently unable to make the decision it appears he thinks to allow my beneficiaries, all who are adults, to have use and enjoy the money I leave them without being subject in their 40s and 50s and 60s to being lorded over by a trustee..of course which gets a nice fee, plus a trust company also taking more money in fees. Be wise and find someone ..speak to several lawyers when planning your estate and remember your decisions will affect your beneficiaries. They can be subject to years of litigation to even get their portion If the trustee fails their fiduciary duties and without spending months or years and endless amounts of lawyer fees. Theres nothing they can do about it. I think Richard was not concerned about me, my beneficiaries, what’s best for us and the money and assets but it seems to me in my humble opinion he’s more interested in making the estate pay the most possible , and continue making it pay year after years in a trust for successful adults, including 2 attorneys, one pediatric surgeon, as well as other mature adults, who do not need babysitters and to have to go to strangers to get their money in dribbles from a stranger. Honestly it’s so disheartening time after time to see how corrupt people are when money is involved. Do your research, leaving bank or brokerage accounts to beneficiaries is easiest quickest and the way to avoid any greedy or disturbed lawyers or executors or trustees to harm your loved ones.
Read more Google Maps
star star star star star
04 Nov, 2024 by Roy rysinger
I've worked with Susie Sohn for many years on various business, personal, and real estate legal matters. Susie and her team have always been excellent and are a true pleasure to work with!
Read more Google Maps
star star star star star
23 Oct, 2024 by Dustin leibowitz
I am happy to share my experience working with Susie Sohn, an exceptional attorney who has become my go-to recommendation for my clients over the past couple of years. From the moment I was referred to her by a colleague, it was clear that I had found a true professional in the field. Susie’s hard work and dedication are evident in every interaction. She approaches each case with an impressive level of experience and expertise, ensuring that my clients receive the best possible guidance. Her ability to communicate effectively and transparently sets her apart, making the legal process much smoother for everyone involved. Working with her is always a pleasure; her friendly demeanor and professionalism create a welcoming environment. I wholeheartedly recommend Susie Sohn to anyone in need of an attorney. Her commitment to her clients and her exceptional skills make her an invaluable asset in the industry. Thanks Susie!
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17 Mar, 2023 by Vicky
I would like to thank Rory Kennedy Brady for such quick and professional help with a speeding traffic ticket. I was concerned that my license was going to be suspended and/or a high fine. Mr. Rory not only got the points dropped from 6 to 2, the fine was significantly less and my license was not suspended. That was a big load off my mind. My situation was handled as well and professionally as possible. Tara was extremely friendly, encouraging, responsive, generous with her time, and had great customer service. I am very grateful to all their hard work and the professional and friendly demeanor they maintained through this whole situation. If you want the best chance to receive e the best possible outcome, Mr. Rory and team are your option. I cannot recommend them enough nor thank them enough for the excellent work. SATISFIED CLIENT
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07 Mar, 2023 by Mike
I received a moving violation in the Village of Goshen. Hired Rory Brady & did not get points on my license! Tara at his office was incredibly responsive to my questions. I would HIGHLY recommend the Law Office of Rory Brady for all of your traffic violation and criminal defense needs!
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07 Mar, 2023 by Lainey
Rory defended me on quite a big case where an astronomical amount of money was being asked from me. Rory always had my back. Rory’s secretary Tara always answered questions immediately when I had questions. Even came to court in person to wish me luck. I can not be any more thankful to both Rory and Tara for their professionalism that led to a result that I am over ecstatic about. Thank you to both!
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07 Jan, 2021 by Janairy montalvo
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21 Jan, 2020 by Christopher bangs
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19 Jul, 2019 by Lowell selfridge
Thinks his primitive ways and his nasty attitude makes him the best in his field. Did things with out my authorization which lead to more hang ups after he dragged his feet for weeks and went on vacation. Bad mouthed my Realtor and my mortgage broker.. also told me it doesn’t matter that my wife is delivering our child early after trying to make better headway on our situation. I really just get the vibe he’s not a good person and for sure not a great lawyer.
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23 Apr, 2022 by Mika vrad
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18 Mar, 2022 by John darcy
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17 Mar, 2022 by John darcy
No one picks up the phone and then when you leave a message no one returns the phone call you email them and no one returns your email. Honestly I'm not sure this place is even open considering they don't have any business hours posted anywhere.
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FAQs
Questions? We have answers

What an Estate Planning Lawyer Can Do for You

An estate planning lawyer helps individuals plan for the management and distribution of their assets after death or during incapacitation. Their services involve drafting important legal documents, such as wills, trusts, powers of attorney, and healthcare directives. Estate planning attorneys work to ensure that your assets are transferred according to your wishes, minimize tax liabilities, and avoid probate court. They also help clients plan for potential long-term care needs and protect their estate from being diminished by healthcare costs.

By working with an estate planning lawyer, you can have peace of mind knowing that your loved ones will be cared for and that your estate will be managed efficiently and according to your desires.

When Should I Hire an Estate Planning Lawyer?

Hiring an estate planning lawyer is beneficial in many situations, especially when you want to ensure that your assets are handled properly after death. Common reasons to hire an estate planning lawyer include:

  • Drafting a will: If you want to clearly define how your assets will be distributed after death, an attorney can draft a legally sound will.
  • Creating a trust: For those looking to avoid probate or provide for loved ones over time, setting up a trust can help manage the distribution of assets.
  • Planning for incapacity: An estate lawyer can help draft powers of attorney and healthcare directives so that your financial and medical decisions are made by someone you trust if you become incapacitated.
  • Minimizing estate taxes: If your estate is large, a lawyer can help create strategies to reduce or eliminate federal and state estate taxes.
  • Special circumstances: If you have minor children, blended families, or complex assets like businesses, an estate planning lawyer can create tailored solutions.
  • Guardianship or conservatorship: If you want to designate guardians for minor children or ensure proper care for incapacitated adults, an attorney can help.

Hiring an estate planning lawyer is especially important if your estate is complex or if you want to ensure that your wishes are properly followed.

What Does an Estate Planning Lawyer Do?

An estate planning lawyer provides a range of services designed to help you organize your affairs and ensure your estate is managed according to your wishes. They can:

  • Draft wills and trusts: Creating legally binding documents that dictate how your assets will be distributed and managed.
  • Create powers of attorney and healthcare directives: Appointing someone to make financial or medical decisions for you if you become incapacitated.
  • Minimize taxes: Developing strategies to reduce estate taxes, gift taxes, and other financial liabilities for your heirs.
  • Help avoid probate: Structuring your estate plan to avoid probate, which can save time and money for your beneficiaries.
  • Advise on long-term care planning: Helping you plan for potential healthcare needs in the future, including Medicaid planning and protecting assets from being depleted by nursing home costs.
  • Assist with beneficiary designations: Ensuring that life insurance policies, retirement accounts, and other financial instruments are correctly designated.
  • Handle probate and estate administration: If a loved one has passed away, an estate planning lawyer can help guide you through the probate process or act as an executor.

How Are Estate Planning Lawyers Paid?

Estate planning lawyers typically charge for their services in one of several ways, depending on the complexity of your estate and the type of services you need. Common payment structures include:

  • Flat fee: Many estate planning services, such as drafting a will or trust, are charged on a flat-fee basis. The fee covers all work related to preparing the document.
  • Hourly rate: For more complex planning, such as estate tax strategy or trust administration, lawyers may charge by the hour. Rates vary based on the lawyer’s experience and location.
  • Retainer: Some lawyers require a retainer for more complex cases, such as ongoing trust management or estate administration. The retainer is an upfront payment that covers future legal services.

It’s important to discuss fees with your lawyer upfront to avoid unexpected costs.

How Much Does an Estate Planning Lawyer Cost?

The cost of hiring an estate planning lawyer depends on the complexity of your estate and the services you require. Here are some general guidelines:

  • Simple wills or powers of attorney: A straightforward will or power of attorney may cost between $300 and $1,500, depending on your location and the lawyer’s experience.
  • Trust creation: Establishing a trust, such as a living trust or revocable trust, can cost between $1,000 and $3,000 or more, depending on the complexity of your assets and estate planning needs.
  • Comprehensive estate planning packages: Some lawyers offer packages that include wills, trusts, powers of attorney, and healthcare directives, which may range from $2,000 to $5,000 or more, depending on the estate’s complexity.
  • Hourly rates: For ongoing services like estate administration or tax planning, lawyers may charge hourly rates ranging from $150 to $500 or more, depending on the lawyer’s experience.

Always get a clear estimate of costs during your initial consultation to ensure the services fit within your budget.

Top Questions to Ask an Estate Planning Lawyer

Before hiring an estate planning lawyer, it’s important to ask questions to ensure they are the right fit for your needs. Here are key questions to ask during your consultation:

  1. What is your experience with estate planning?
    Ensure the lawyer has substantial experience drafting wills, creating trusts, and handling other estate planning services.
  2. How will you charge for your services?
    Clarify whether the lawyer charges a flat fee or by the hour and ask for a detailed estimate of costs.
  3. What strategies do you recommend for my estate?
    A good lawyer should be able to explain the best strategies for minimizing taxes, avoiding probate, and ensuring your assets are distributed according to your wishes.
  4. How often should I update my estate plan?
    Ask how frequently you should revisit your estate plan, especially if your financial situation or family dynamics change.
  5. Do you offer ongoing support or updates?
    Some lawyers provide periodic reviews or updates to ensure your estate plan stays current with changes in your circumstances or the law.
  6. How will you help my beneficiaries if something happens to me?
    Ensure the lawyer is willing to guide your heirs through the estate administration process or help manage your trust after you’re gone.

How to Check the Credibility of an Estate Planning Lawyer

To ensure you’re hiring a credible estate planning lawyer, follow these steps:

  • Verify their state bar license: Check with your state bar association to confirm that the lawyer is licensed and in good standing, with no history of disciplinary actions.
  • Look for estate planning certifications: Some lawyers are certified as estate planning specialists, which indicates they have extensive knowledge in this area of law.
  • Read client reviews and testimonials: Online reviews on sites like Avvo, Google, or Martindale-Hubbell can provide insight into the lawyer’s professionalism and client satisfaction.
  • Ask for references: A credible lawyer should be able to provide references from previous clients who can speak to their expertise and client service.
  • Check for membership in professional organizations: Lawyers who are members of organizations like the National Academy of Elder Law Attorneys (NAELA) or the American College of Trust and Estate Counsel (ACTEC) often have a strong reputation in the field.

What Should I Prepare for My First Consultation?

To get the most out of your first meeting with an estate planning lawyer, it’s important to come prepared. Here’s what you should bring:

  • List of assets and liabilities: Provide a detailed inventory of your assets, including real estate, bank accounts, retirement funds, investments, and personal property, as well as any debts you may have.
  • List of beneficiaries: Be ready to discuss who you want to receive your assets and in what proportions. This includes naming guardians for minor children if applicable.
  • Existing estate documents: Bring copies of any existing wills, trusts, powers of attorney, or other relevant estate planning documents.
  • Questions about your estate goals: Write down your goals, such as avoiding probate, reducing taxes, or setting up charitable donations, so your lawyer can tailor a plan to meet your needs.
  • Information on medical and financial decision-makers: Be prepared to discuss who you want to appoint for healthcare and financial decisions if you become incapacitated.

By being well-prepared, you can ensure a productive consultation and begin building a comprehensive estate plan that meets your needs and protects your loved ones.

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