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Five Important Things to Consider When Choosing an Estate Planning Attorney

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Estate planning is an interesting area of the law because everyone needs their own plan in place. It can be incredibly rewarding for attorneys as well, and many are drawn to the practice area because it is a way to have a great impact on family’s wealth and legacies. Because of this, the market for attorneys is full of highly educated, highly competent estate attorneys, so how does a potential client choose?

Well, the tools of the trade are finite. There are wills, powers of attorney, trusts of various flavors, all of which an experienced estate planner that focuses on estates and trusts should be competent in, but there are a few things that differentiate firms and attorneys. Here are some things to consider:

1) What is the estate planner’s philosophy? Do they seek to avoid probate using trusts? Are they more focused on complicated estate tax planning?

2) Do they have ongoing contact with you and your family? Do they charge for this service?

3) How many clients have they helped? What is their experience?

4) Do they have a network of attorneys to turn to if they are unable to handle something for you?

5) Do they focus on your assets, how they are held, and how they are aligned with your plan and your goals?

These are all incredibly important considerations when hiring your estate planning attorney. Ask questions and make sure that you are a good fit, because if you are, this is a relationship that you will have the rest of your life and that your family will have if you become sick and upon your passing.

For more information, please join us for an upcoming FREE seminar at www.spgasior.com/seminars. If you have additional questions or concerns about your estate plan, contact the experienced estate planning attorneys at Sinclair Prosser Gasior by calling (410) 573-4818 to schedule an appointment. Sinclair Prosser Gasior’s Annapolis Headquarters office is now located at 183 Harry S. Truman Pkwy, Suite 104.

Jon J. Gasior, Estate Planning Attorney
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About Jon J. Gasior, Estate Planning Attorney

His personal experience with family and the problems that resulted from their failure to create an estate plan resulted in his desire to learn more about this area of the law. From his work in the Elder Law Clinic, he further realized the need to plan not only for death, but also for incapacity during their lifetime. About the Author !