Estate Planning
Estate Planning is the process of making a plan and giving written instructions in advance for how you prefer your estate to be managed both during and after your lifetime. It MUST involve a comprehensive review of all assets, insurances, property, investments, money, vehicles, etc. which are owned by yourself and/or your significant other.
An experienced estate planning attorney will have an in-depth check list which they use in which to review your estate to be certain that all avenues are addressed. For individuals which are very private with their personal information, this meeting may make them feel uncomfortable.
For this reason it is important to be certain that you feel comfortable and at ease with the attorney that you are speaking with because you will be disclosing to them all of your personal information. If during the first minutes of your meeting with the attorney you do not feel comfortable answering their questions and sharing your information with them then you should leave. There are many competent attorney’s who would love the opportunity to serve you and your family; and it is a service. Thus if you don’t feel comfortable either in their presence or with their questions, excuse yourself early, and find someone else.
In addition, in order to have a comprehensive estate plan completed, all of the following avenues need to be discussed with you in order to be certain that no unforeseen circumstances are going to have a later impact on your estate plan:
- Disability (You or a Beneficiary, Now or Later)
- Power of Attorney
- Elder Law (Individual Capacity, ALTCS)
- Estate/Death Taxes
- Liability/ Accident/ Creditors Claims
For more information on these factors please click on the word links above, or on the links on the right side of the page.
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Attorney Brendon R. Rogers is experienced in the complex area of law known as Estate Planning. He has visited with hundreds of clients and assisted them in the formulating of a comprehensive estate plan. In addition he has a working knowledge and understanding of how the various areas of law mentioned above impact one other.
Thus, when Brendon meets with clients for any reason, they gain the benefit of his vast knowledge in all of these areas of law and he can help them be certain that the decisions which they are making today will not have a negative affect on something or someone else tomorrow.
In the Law Office of Brendon R. Rogers, an estate review and planning session typically lasts up to an hour. There is no fee for this service; it is provided as a service to our clients. Please call our office today and schedule your FREE estate planning meeting with Attorney Rogers. You do not need to bring any documents with you.