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What Should I Look for in an Attorney?
Estate Planning is not a transaction, such as the sale or purchase of residential real estate. It should be the beginning of a long-term relationship between you and the attorney.
Some of the factors you should consider in selecting an estate planning attorney are:
- Does the attorney have permanency such as an established office and presence in the community?
- Does the attorney have a well-trained support staff?
- Is the attorney capable of providing ongoing services?
- Does the attorney regularly attend estate planning meetings and seminars to maintain his or her skills on the cutting edge in order to keep your affairs on that edge?
- Does the attorney concentrate on or emphasize estate planning in his or her practice?
- Has the attorney spoken professionally on estate planning topics to colleagues?
- Has the attorney written professional articles or books regarding estate planning?
- Is the attorney an active member of a professional group, bar association, estate planning committee, Estate Planning Council, or a nationally recognized professional group such as the American College of Trusts and Estate Counsel or the National Network of Estate Planning Attorneys?
Reprinted with permission from Legacy - Plan, Protect & Preserve Your Estate, page 501 |
"Create the Ultimate Legacy"
A Loving Trust estate plan is a revocable living trust-centered estate plan that contains your special instructions for your own care and that of your loved ones. These instructions are what distinguish Loving Trust estate planning from traditional wills and bare-bones living trusts.
A Loving Trust plan contains other documents which assure your planning needs are totally met. Loving Trust planning is thorough, easy to create, change and control. It allows you to give what you have to whom you want, the way you want and when you want, while saving tax dollars and probate costs. It's the very essence of what constitutes good estate planning.
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