What Can an Attorney Do Through the Estate Planning Process?
An experienced attorney can break down the benefits of having an estate plan in a manner that you’ll understand and advise you on how to streamline the current state of your Lansing affairs.
First, our team can provide you with a Family Wealth Inventory and Assessment worksheet to fill out and return to us so our time together can be productive. This assessment helps us understand the specifics of your situation concerning estate planning. After that, we can schedule a Family Wealth Planning Session to help you understand the basics of estate planning, its importance, and other essential information. If you feel that your situation is not in order and you’re ready to work with us, we can go ahead and create a plan that suits the needs of your family.
As professional estate planners, we’ll help you design a revocable living trust in which you’ll name your beneficiaries. Importantly, a revocable living trust can be changed as your circumstances or wishes change. This planning tool helps your family to avoid the cost and delays associated with probate, minimizes estate taxes, offers flexibility, and protects the privacy of the trust owner.
You can also take advantage of our advanced estate planning services with a seasoned Lansing attorney if you have additional needs for your circumstances. Our team is standing by and is ready to assist you.
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