Estate planning and choosing an attorney are topics that many people might not think about on a regular basis. However, these issues go hand in hand. Thorough estate planning should be conducted with the assistance of an experienced estate planning attorney who understands every aspect of this process. When you are choosing a Santa Clarita estate planning attorney, you should do so carefully and find an experienced lawyer who specializes in trust and estate planning. At the Law Offices of Andrew Cohen, we want to discuss critical points of consideration when making this choice.
Speak To Your Financial Advisor
If you have a financial advisor, he or she will be a great source of information for you. Because financial management and estate planning issues often overlap, your financial advisor will likely know somebody who will understand your overall goals and how they fit into your estate planning.
If your financial advisor has not yet raised the subject of trust planning or estate planning with you, go ahead and discuss it with them. If you feel comfortable enough, ask your financial advisor who did their personal estate planning.
Speak To Your Accountant
Estate planning lawyers and accountants often work closely together. Do you like your accountant? Have they done good work with your taxes and tax planning? If so, ask them if they have any recommendations for a good estate planning attorney in your area.
Do Your Own Research
The internet provides amazing tools, and you will likely find yourself performing a search for estate planning attorneys near your location. However, it is important to understand that some of the top search results may be there only because the firms paid money to place them as “ads.”
When conducting an internet search for estate attorneys in your area, take time to read the reviews of each lawyer. Find someone who has good feedback, who takes the time to personalize a plan for your needs. An attorney continuously earning positive client reviews is a good indicator that they will serve your needs well.
Contact Us For A Consultation Of Your Needs and Goals Today
When you know it is time to find a Santa Clarita estate planning attorney, you can be comfortable and confident turning to the Law Offices of Andrew Cohen for help. Our knowledgeable and experienced team is ready to handle every aspect of your estate & trust planning. We understand and explain how trust and estate planning laws affect you personally. Let us get started helping you with this today. At our firm, we are ready to help clients plan for a wide variety of estate-related issues, including:
- Comprehensive trust-centered planning
- Revocable living trusts
- Special needs trusts
- Estate planning for children with disabilities
- Estate planning for domestic partners
- Guardianships and avoiding conservatorship
- Powers of attorney
- Health care directives/Living wills
- Medi-Cal planning
- and more