Qualities to Look for in a San Diego Estate Planning Attorney

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Top Four Qualities of an Estate Planning Attorney

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• Hiring an estate planning attorney means you can
  protect yourself, your family and your business
  from the financial and emotional hazards that may
  arise without quality estate and business
  succession planning.

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• Estate planning attorneys typically prepare
  documents to transfer property at death, assist
  with the proper titling of assets to avoid
  probate, plan for incapacity and more. Here are
  the important qualities to look for when choosing
  an estate planning attorney.

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• TAX PLANNING
• A good estate planning attorney will be able to
  effectively explain how various taxes play into
  different aspects of your estate plan and give
  you choices as to the best outcome for achieving
  your personal goals.

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• FIRM RESOURCES
• Choose an estate planning attorney who is a
  member of a firm with a robust trusts and estates
  practice group consisting of diverse members with
  differing skill sets. An attorney with ready
  access to other qualified attorneys in her firm
  allows for quick collaboration and the efficient
  production of client work.

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• CERTIFICATIONS
• Highly qualified estate planning attorneys are
  either board certified specialists or broadly
  recognized as experts in their field. Look for
  certificates from Estate Planning Councils and
  Bar Association Section memberships to choose the
  right one.

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• FEE
• To make sure the engagement will be a good fit
  for the lawyer and the client, the estate
  planning attorney offers to meet in person or at
  least by phone the first time without cost. The
  cost of the services should be outlined in a
  signed engagement letter before you incur any
  financial obligation.

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• Visit odgerslawgroup.com for more information.
• Call 858-869-1114
• E-mail matthew_at_odgerslawgroup.com

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