Andrea L. Jakob, PA

How to Choose an Estate Planning Attorney?

Choosing the right estate planning attorney is an important decision. A thoughtful estate plan can affect your family for many years, so it is important to work with someone who provides clear guidance and understands your goals. Here are a few factors families often consider when selecting an estate planning attorney. Experience in estate planning. Estate planning involves more than preparing documents.

Do I really need an estate plan?

Expand Yes. Estate planning is not just for wealthy individuals. Anyone who wants to ensure their wishes are followed and their loved ones are protected should have a plan in place. A thoughtful estate plan can help families avoid confusion, reduce legal complications, and provide clear guidance if something unexpected happens.

What is the difference between a will and a trust?

Expand A will directs how assets should be distributed after death and typically goes through probate. A revocable living trust can allow assets to pass to beneficiaries without probate and can also help manage assets if the person who created the trust becomes incapacitated. Every family's situation is different, so the right plan depends on individual goals and circumstances.