I will be sure to recommend you folks to my friends and family in the future.
Get life insurance Quotes now

Estate Planning Tips – Hiring an Estate Planning Attorney

Hiring an Estate Planning Attorney

When you’re ready to start the process of estate planning, it’s advisable to seek the counsel of a qualified attorney. It’s important to bear in mind that most attorneys specialize in particular aspects of the law.  For many attorneys, estate planning is something that is outside of their primary scope of practice. When you are concerned with taking care of the structure of your estate, it’s certainly in your best interest to select a lawyer who has experience and expertise specific to estate planning.

Finding an Attorney

It’s likely that there are a number of attorneys in your area who specialize in estate planning.  You might want to ask your friends and family members who have recently taken care of their own estates for referrals.  Your financial planner and/or life insurance agent can also be good sources for helping locate a qualified estate planning attorney.  Make sure that you are comfortable communicating with the attorney you select, as you’ll have to share specific details about your family and financial situation throughout the estate planning process.

What to Expect

If you decide to work with an attorney, you can expect to receive sound advice regarding the legalities of establishing and finalizing your estate plan. Attorneys who specialize in estate planning typically have experience in setting up living and life insurance trusts, drafting wills, and handling probate proceedings. If your estate is sizeable, it’s vital to verify that your lawyer has expertise in the area of estate taxation.

Verifying Credentials

Verify that any attorney you choose is properly licensed to practice law in your state of residence. The best way to check out an attorney’s credentials is to contact your state’s Bar Association, either via telephone or online. Taking the time to check out credentials ahead of time can keep you from finding yourself in an awkward situation if a problem should arise.

Latest News

How to Talk About Life Insurance With Your Spouse
talk about life insurance with spouse

Your spouse doesn’t even want to think about you passing away, let alone have to sit down and actually discuss it. It’s never easy to talk about death, especially the death of someone you love. That’s why discussing life insurance with your spouse can be so difficult. But since the … Continue reading How to Talk About Life Insurance With Your Spouse

Read More
Term Life Insurance vs. Whole Life Insurance
term vs life insurance

Deciding which type of life insurance product is right for you can be difficult; regardless of whether you’re considering retaining your current policy or you’re shopping for new coverage, it’s important to note that there are benefits to both term life insurance and whole life insurance. Which is the best … Continue reading Term Life Insurance vs. Whole Life Insurance

Read More
How Family History Affects Your Life Insurance Rates
family-life-insurance

We all know how a good life insurance policy can positively affect your family—providing stability, financial security, peace of mind, etc. But have you ever considered how this relationship works in reverse? It’s true, while life insurance does wonders for your family, your family might have some not-so-desirable effects on … Continue reading How Family History Affects Your Life Insurance Rates

Read More

Intramark Insurance Services

#200 N. Maryland Ave., Suite 301, Glendale, CA 91206

#866-691-0100

#info@lifeinsure.com

Stay Connected

  • Intramark Insurance Services, Inc., Insurance Services, Glendale, CA

  • Intramark Insurance Services, Inc.
Newsletter Signup