Choosing an Estate Planning Attorney in Maryland

If you have decided to put your affairs in order and finally accept the fact that estate planning is something most of us would be better off having than not, the next thing you might be wondering about is how to choose an estate planning attorney in Maryland. The first thing to remember is that your estate-planning attorney is a person with whom you will share a great deal of personal information. 

The bottom line is whoever you choose, you should feel comfortable talking to him/her about your needs and concerns and if you don't he/she is not the right attorney for you. Your attorney is your legal confidant and is duty bound to take your confidence with them beyond their own estate plan, which is shorthand for they must take your secrets to the grave with them. 

But it doesn't matter what their duty is if you don't feel comfortable telling them what you need in the first place. If you begin to feel uncomfortable talking to your would-be estate planning expert, you should begin to shop elsewhere.

A second consideration is that not all estate planning attorneys are equal. Asking people you trust and who you know is a great way to find the right attorney for you. Ask your pastor, doctor, and friends if they've ever used an estate planner. Find out what their opinions are. 

All About the Estate Planning Checklist in Maryland

An estate planning checklist can help the elderly baby boomer learn about inheritance tax laws, protect their home against loss due to long-term care costs, and save thousands of money by simply implementing a few documents. Many people believe that trusts and estate planning are only for the wealthy. This is not true. No matter your net worth, estate planning can help you save money that can be used for other things you might need.

We do not know what the future will bring. Baby boomers have expressed that they want to remain in their home and in the community that they are most familiar. Many own their own homes, and will live longer and utilize community health services than past aging generations did not need. Home care, adult day care, assisted living, respite care retirement communities are growing in every community. You will need to pay privately for them. These services are not covered by Medicare. 

Many people are frustrated, angry, and sometimes even shocked to learn that they will have to pay for these services out of pocket because of poor planning and lack of education. These services are not covered by Medicaid. I now have Medicaid asset protection. The government has laws in place that can reduce your assets, inheritance taxes, and transfer those savings to your family members. These tax laws are not used by the majority of middle-class workers.