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Home » Estate Planning Articles » Estate Planning is a Team Effort

Estate Planning is a Team Effort

January 31, 2014

Compliments of Our Law Firm,
Written By: The American Academy of Estate Planning Attorneys

An effective estate plan is not just a stack of well-drafted documents, it’s an arrangement designed to take care of you and your family during the most challenging moments of your lives.
 It takes a team of advisors to pull together all the details to be sure that your plan is ready to spring into action when you need it. Most people need these core players on their team:

    Experienced Estate Planning Attorney. Think of your attorney as the quarterback of your estate planning team. Your attorney listens to your goals and concerns and crafts a plan to meet your needs – and those of your family – in case of your disability or death.

    Because estate planning is a complex and dynamic area of law, you’ll want to work with an attorney whose practice is focused on estate planning. This is not the time to seek out a general practitioner.

    Financial Planner. One of the easiest ways to derail an estate plan is to miss your financial goals. Your financial planner can keep you on track to hit your retirement planning targets and help make sure you have the assets in place to fund your overall estate plan.

    Accountant. Your accountant can work with your attorney to identify and address tax issues before they threaten your estate plan.

    Insurance Agent. Your insurance agent can help ensure you and your loved ones are covered against life’s unpredictable and costly risks. Life insurance, in particular, can be an invaluable estate planning tool. Depending on your needs, life insurance can be used for a wide range of purposes, including estate tax planning, income replacement, business planning, and wealth building.

So, how do you go about building an estate planning team? It’s as simple as picking up the phone. All you need to do is call your estate planning attorney and make an appointment. Your attorney will guide you through the rest of the process, step by step.

If you already have the other team members in place, perfect! If not, your attorney can likely recommend a network of professionals to round out the roster.

There’s no better time than now to get in the game!

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We need to update our Living Trust and attended Schomer Law Group’s seminar. Afterwards we made an appointment and were impressed by the attention Scott Schomer and Liran Aliav gave to our case answering all questions and making suggestions how to minimize the estate tax. All the office staff is very friendly and we highly recommend Schomer Law Group.

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Mr. Schomer does an amazing job at explaining all the intricacies of establishing a trust. He and his team help you every step of the way so you always know what to expect and what you are preparing for. Best education you can get and the best gift you can give your family.

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We put off getting a trust for years. After attending a seminar with Scott Schomer we realized that the time had come to get a trust. We were given very good reasons for why we should get a trust. No pressure, just the plain facts. We are very relieved and happy to finally get our trust. Scott and Cesar were very knowledgeable, helpful and listened to our ideas of what we had to say. Any questions that we have now and in the future they are available to assist us to solve them. I recommend the Schomer Law Group and I wish we knew about them years ago.

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When you’re presented with an invitation to attend in a mailer, you may have reservations, this was a truly gift!! My wife and I were educated and guided through the process of creating a family trust.
Both of our parents had attorney’s that “worked” with wills/trusts, but came up short. Fortunately, the Schomer Law Group was there! This is a group of attorney’s that only specialize in estate planning, law, and financial advice, so you know you’re getting expert and personalized advice. This is the best money we’ve ever spent!! Thank you!

Bob L.
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We knew we had to update our 10 year old ( 20 page ) trust. After several detailed meetings, Liran and Cesar produced a large ( 300 pages + ) highly detailed trust document that we have used to make sure our family estate is well managed and clearly understood.
They were all very helpful in answering myriad questions and explaining all the various options…

We would strongly recommend the Schomer Law Group to anyone with an estate of even modest means, to assure proper planning…

Bob S.
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We had contemplated updating our will and starting a trust for a number of years. After attending a talk by Scott Schomer we realized we were long overdue and the potential downside of not having our affairs in order was significant. Scott and his excellent team made the process simple and seamless. They were great listeners, addressed all our concerns and even pulled and processed all the paperwork from our financial institutions. If you are looking for assistance with estate planning, wills and trusts, we highly recommend Schomer Law Group.

Robert F.
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Very competent & informative – friendly atmosphere – ready to answer the most mundane questions – relaxed.

Joan S.
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Mr. Schomer was excellent in getting our family trust and estate affairs in order. My husband and I had put off doing this and Scott really made the process easy! He is very passionate in making sure his clients get all that they need and we really appreciated it. I would highly recommend him and look forward to the many years he will be available to assist our family.

Kim

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