Estate Planning Attorney

  • Navigating the Search: Steps to Choosing the Perfect Estate Planning Attorney for You

    Estate planning is more than just deciding who gets your assets after you pass away. It’s about ensuring that your wishes are honored, minimizing potential disputes among heirs, and optimizing for tax efficiencies. Hence, finding the right attorney to guide you is essential. As Michael Christy, Fidelity’s vice president of advanced planning, aptly puts it, “Getting organized and having a system is half the battle in estate planning, and that extends to finding an attorney.” With that in mind, here’s a step-by-step guide to simplify your search. 1. Begin with…

    August 24, 2023
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