Qualities to Look for in Your Naples Estate Planning Lawyer
One of the important elements of planning your life in Naples is to get involved in estate planning as soon as possible. There are qualities you will want to look for in the estate planning attorneys you talk to in order to find the one that is right for you.
Specializes in Estate Planning
Estate planning is something that takes years of training and experience to get right. When you look for an estate planning attorney, be sure that you find one who specializes in estate planning and is constantly updated on any changes in the estate planning world, especially long term care. You want a focused professional to put your personalized estate planning profile together and help you to maintain it.
Proficient in Elder Law
Estate planning is not exclusively for the elderly, but there are many aspects of estate planning that require experience in the practice of elder law. When you talk to potential estate planning attorneys, ask them about their experience in handling the Medicaid application process and protecting your assets now and after you have passed on.
A Good Listener
It is true that you will want your estate planning attorney to do most of the talking while you are going through the technical aspects of your plan, but your attorney needs to be a good listener when it comes to your personalized needs. As you talk to various estate planning attorneys, be sure to make a mental note as to how well they listen to what you have to say and whether or not they show an interest in your personal questions and concerns.
The Right Non-Law Skills
Your Naples estate planning lawyer will also need to be a well-versed in tax planning, business, and accounting in order to be able to handle your estate planning needs. The attorneys who specialize in estate planning normally have business and accounting degrees to go along with their legal experience.
Someone You Can Work With
Estate planning is an ongoing process where you will rely on your estate planner to not only set up your account, but also maintain it throughout your life. You need to be comfortable with the planner you choose, and you need to have confidence in their decision making abilities.
We invite you to make The Mattar Firm one of the estate planning firms you talk to before you make your decision. The Mattar Firm’s experience in handling a wide variety of estates and helping people to reach their legal and financial goals makes us the type of estate planning law firm you want to talk to.