What is the attorney's role in estate planning?

     Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure. It can involve the services of a variety of professionals, including your lawyer, accountant, financial planner, insurance advisor, and banker. Estate planning covers the transfer of your assets at death as well as a variety of other personal matters and may or may not involve tax planning. The core document most often associated with this process is your will. It is easy to be lured by advertisements claiming you can save time and money by drafting your own will using do-it-yourself software or fill-in-the-blank will kits. It is unlikely that these systems will generate a suitable will that accomplishes all your objectives. Only a qualified lawyer can interpret the maze of laws bearing on property rights, taxes, wills, probate, and trusts. The advice and direction of your attorney will be essential to implementing an estate plan that both disposes of your assets according to your wishes and meets your other personal objectives. Klingenberg & Associates unique combination of both attorneys and accountants under one roof allows us to evaluate and recommend the course of action most appropriate for your unique estate planning circumstance.

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