Planning for the future can feel overwhelming, especially when dealing with something as personal and complex as estate planning. Whether you’re organizing your assets, setting up a trust, or ensuring your loved ones are protected, having the right attorney by your side can make all the difference. At Fitzpatrick Lentz & Bubba, P.C., we understand that estate planning isn’t just about legal documents—it’s about securing your legacy and providing peace of mind.
If you’re wondering what to expect when working with an estate planning attorney and how to prepare for your first meeting, this guide will help you feel confident and ready to take the next step.
Why Estate Planning Matters
Estate planning is more than just deciding who inherits your assets—it’s about protecting your family and planning for the unexpected. A well-structured estate plan can:
- Protect Your Loved Ones: Ensure your family is cared for according to your wishes.
- Reduce Tax Burdens: Structure your estate to minimize taxes and maximize what passes on to your beneficiaries.
- Avoid Probate Delays: Create clear, legally binding documents to help your heirs avoid costly and time-consuming court proceedings.
- Plan for Incapacity: Establish powers of attorney and healthcare directives in case you’re ever unable to make decisions on your own.
Preparing for Your Estate Planning Meeting
To make the most of your initial consultation, it’s essential to come prepared. Here’s what you should have ready:
1. Personal Information
- Names, birthdates, and contact information for yourself, your spouse/partner, children, and any other beneficiaries.
- Details of any prior marriages or dependents.
2. Financial Information
- A list of assets, including real estate, bank accounts, retirement plans, investments, and any business interests.
- Documentation of debts and liabilities.
3. Estate Planning Goals
- Consider who you want to inherit your assets and how you’d like them distributed.
- Think about establishing trusts for minor children, charitable giving, or special needs planning.
What Happens Next?
- Initial Consultation: We’ll discuss your goals, family dynamics, and unique needs.
- Drafting Your Estate Plan: We’ll create a tailored plan that might include wills, trusts, powers of attorney, and healthcare directives.
- Finalizing & Signing: You’ll review the documents, ask questions, and sign everything once you’re confident it meets your needs.
- Ongoing Updates: Life changes—marriage, children, new assets—may require updates, and we’ll be here to help.
Secure Your Legacy with FLB Law
Fitzpatrick Lentz & Bubba, P.C. is proud of its award-winning company culture. We believe that a positive and supportive work environment translates directly into better service for our clients. Our team of dedicated professionals is passionate about their work and committed to providing personalized attention to each client.
We understand that every individual’s situation is unique, and we take the time to listen carefully and understand your specific needs and goals. When you choose Fitzpatrick Lentz & Bubba, P.C., you’re not just hiring an attorney; you’re partnering with a team of trusted advisors who are invested in your success.
Contact us today to begin planning your future with confidence.
