Vineland Estate Planning Attorney
Get the Insights and Help You Need from an Experienced Vineland Estate Planning Attorney
Having an estate plan is important for adults of all ages. Regardless of your family and financial circumstances, there are several reasons to make sure you have a sound estate plan in place. As your family grows and your wealth accumulates, making sure you have a sound estate plan takes on even greater importance, and this starts with talking to an experienced Vineland estate planning attorney who can help you make informed decisions.
Our estate planning attorneys have extensive experience working with individuals and couples in Vineland and throughout Cumberland County. If you have questions about putting together an estate plan, our attorneys can explain everything you need to know. We can walk you through the various estate planning tools that are available, and we can help you put together a comprehensive plan that is custom-tailored to your personal wants, goals, and needs.
Understanding the Process of Planning Your Estate
While many people are apprehensive about starting the estate planning process, the process isn’t (or doesn’t have to be) complicated. At Helmer, Conley & Kasselman, P.A., we focus on making the process as straightforward as possible for our clients—while also ensuring that our clients are making informed decisions focused on the future.
Broadly, our process for helping individuals and couples in Vineland put together their estate plans involves:
1. Gaining a Clear Understanding of Your Estate Planning Needs
We will begin by working with you to gain a clear understanding of your estate planning needs. What are your current family, financial, and health circumstances? How do you see things changing in the future? What are the primary goals you want to achieve?
Answering these questions (among many others) will allow our attorneys to provide personalized advice based on your individual circumstances. This includes personalized advice regarding which estate planning tools you should use.
2. Deciding Which Estate Planning Tools to Use
Estate planning can serve a variety of different purposes, and there are a variety of different tools available for achieving different estate planning goals. Once we have a clear understanding of your estate planning needs, then we can help you make informed decisions about whether to use tools such as:
- Wills
- Revocable trusts
- Irrevocable trusts
- Healthcare directives
- Powers of attorney
In most cases, putting together a comprehensive estate plan will involve using several of these tools in combination. Each of these tools has its own specific purpose, benefits, and limitations, and our attorneys can help you understand how each tool we recommend fits into your overall estate plan.
3. Developing Your Custom-Tailored Estate Plan
Once we have a direction in mind, we will then use the appropriate tools to develop your custom-tailored estate plan. A Vineland estate planning attorney at our firm will draft the appropriate estate planning documents and then review them with you to make sure they accurately reflect your wants, goals, and needs. Your attorney will be more than happy to answer any questions you may have, and if you want to make any changes upon further reflection, your attorney will make the necessary adjustments before finalizing your estate planning documents for your signature.
Why It’s Important to Work with an Experienced Vineland Estate Planning Attorney
These days, we know that many people have questions about why they should hire an attorney when they can simply download wills, powers of attorney, and other estate planning documents online. Here are just some of the reasons why it is important to work with an experienced attorney when developing your estate plan:
- There Are Several Options to Consider – Making informed decisions about your estate plan involves considering all of the options you have available. If you simply download a form or two online, you won’t be giving your estate plan the time and attention it deserves.
- A Custom-Tailored Approach is Essential – Your estate plan needs to be unique to you. If you use generic forms that you find online, you will almost certainly overlook several important considerations based on your individual circumstances.
- Your Estate Plan Needs to Be Legally Enforceable – Your estate plan needs to be legally enforceable. If it isn’t, not only will it fail to serve its intended purpose, but it will also leave your family forced to navigate the probate process with key questions unanswered.
Again, these are just examples. An experienced Vineland estate planning attorney can help you in many ways, and if you work with an attorney to prepare your estate plan, you can feel confident knowing that your family will be able to rely on your plan when the time comes.
FAQs: Putting Together an Estate Plan in Vineland
Do I Need a Will in New Jersey?
A will is a key component of any estate plan in New Jersey. When you choose Helmer, Conley & Kasselman, P.A. to prepare your estate plan, an attorney at our firm will prepare a customized will that complies with the legal requirements for enforceability in New Jersey.
What Other Documents Should I Include in My Estate Plan?
Along with a will, your estate plan may need to include various other documents as well. For example, revocable trusts can be effective tools for distributing individuals’ assets outside of the probate process, while healthcare directives and powers of attorney can be used to plan for the event of incapacity.
Is It Worth Hiring a Vineland Estate Planning Attorney?
Yes, if you are ready to put together an estate plan, it is absolutely worth hiring a Vineland estate planning attorney to guide you through the process. As discussed above, there are several important ways an experienced attorney can help, and you owe it to yourself and your family to know that you have a legally sound plan in place.
Schedule an Initial Consultation with a Vineland Estate Planning Attorney Today
Is it time for you to put together an estate plan? If so, we invite you to get in touch. To schedule an initial consultation with a Vineland estate planning attorney at Helmer, Conley & Kasselman, P.A., please call 877-435-6371 or inquire online today.
