While you may have been fortunate and knowledgeable enough to amass wealth, that does not necessarily mean that you know the best way to pass it down to future generations.
Estate planning can seem a bit overwhelming for the wealthy. The more assets that you have, the more considerations you have to take into account when deciding how you want to distribute them in your estate.
Most people do not know where to begin making their plans.
The obvious and best answer is to begin by hiring an experienced estate planning attorney.
It is often a good idea to go into a first meeting with an attorney with some idea about your options and what you might want the attorney to help you accomplish.
Recently, Forbes published an article titled “5 Tips For Handing Down Your Wealth.”
Here is a snapshot of that advice:
In the end, the experienced assistance of an estate planning attorney who has been there and done that will make the process much easier for all concerned.
Reference: Forbes (June 5, 2015) “5 Tips For Handing Down Your Wealth“
I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.
The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!
Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.
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I had a simple legal question to them that I needed answered and they very helpful in giving me the information I needed. I highly recommend them and will reach out to them if I need more advice or assistance. Thank you for taking your time to just answer a couple of questions I had!