Your team of professionals

As an estate planning attorney, I strongly recommend that my clients seek the advice of other professionals when developing their estate plan. Estate planning involves many complex issues, and it is important to work with experts in various fields to ensure that your plan is comprehensive and effective.

Here are some experts you may want to consider consulting when creating your estate plan:

1. Financial Advisor: A financial advisor can help you develop a comprehensive financial plan that aligns with your estate planning goals. They can advise you on how to invest your assets and manage your finances to meet your long-term goals.
2. Tax Advisor: Tax laws are complex and constantly changing. A tax advisor can help you understand the tax implications of your estate plan and recommend strategies to minimize your tax liability.
3. Insurance Agent: An insurance agent can help you evaluate your insurance needs and recommend policies that can help protect your assets and provide for your loved ones in the event of your death or disability.
4. Business Attorney: If you own a business, a business attorney can help you develop a plan for the transfer of your business upon your death or disability.
5. Trust Officer: A trust officer can help you set up and manage trusts, which can be an effective way to transfer assets and provide for your loved ones.

By working with these experts, you can ensure that your estate plan is comprehensive, effective, and tailored to your unique needs and circumstances. As an estate planning attorney, my goal is to help my clients create a plan that will protect their assets, provide for their loved ones, and ensure that their wishes are carried out after their death. Working with other professionals can help me achieve that goal and ensure that my clients' estate plans are as effective as possible.