Skip to content
Search
See all Blogs

How Should I Choose An Estate Planning Attorney?

America is a system, whether you like it or not, and the attorney you choose can make all the difference in making sure you are keeping the most in your pocket and legally protecting your loved ones and what you have built.

While we are no medical doctors, in our areas of practice we are helping protect the things and the people who matter most to you – the heart of what makes living worthwhile. It is critical you choose a qualified, experienced and credentialed attorney who cares about taking care of you.

It is also important that your attorney can plan holistically. You don’t want to lose out on tax advantages because you didn’t properly incorporate good tax planning into your estate or business planning.  You also don’t want to leave something on the table that you were entitled to, such as government benefits. Most importantly, if you can protect yourself and your loved ones from a lawsuit, whether it’s a divorce, wrongful action, or car accident, you don’t want to miss asset protection opportunities because you were never advised that you could even do that.

Make sure you vet your attorney. For example, if it’s asset protection from nursing home costs you are seeking, ask that attorney how much of your assets they can protect, how many Medicaid applications they have filed in the last month and how many of their applications have been approved, or whether their trusts have passed recent scrutiny from DSS or DHS depending on the state.

You should be able to ask your attorney specific questions and they get specific answers back to you. Make sure you also check their credentials. If they say they are a specialist, then that means they have gone through board-certification by an ABA approved organization to receive such a designation. Ask them what board-certification they have received to be authorized to use a specialist designation.

At Legacy Law Firm, we do have specialists, the credentials, the experience, and we care about taking care of our clients. We would be honored to help you. Give us a call today at (605) 275-5665