The professional approach to estate planning performed by an experienced estate planning attorney means that:
There is a careful analysis of an individual’s goals with respect to inheritance.
The valuation of the estate is a critical element.
Discussions with an estate planning attorney often lead to the important knowledge of family dynamics.
Analysis of forward looking information of potential tax rulings that can affect your estate plan.
Professional guidance for selecting guardians and establishing guardianship
Perpetuation Planning
The professional estate plan can prevent costly errors resulting in a legal quagmire for beneficiaries.
Discussions of appropriate trusts to protect assets
An estate planning attorney offers a thoughtful analysis of pending legislation that could impact the estate plan.
An estate planning attorney can offer guidance to give security to loved ones and those who are in a special needs situation.
A professional can offer unbiased advice in situations of blended families or family businesses.
A professional estate plan can include types of trusts that enable grantors to maximize the value of inheritance for heirs.
Challenges to wills are common, and a properly drafted will can foresee areas of potential litigation.
All of the above factors may not be available from any ‘template’ of an off-the-shelf estate plan.
In estate planning, the do-it-yourself approach is often not the most effective way to handle your estate.
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