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Starting Elder Law Cases — Long-Term Planning Lawyer, Woodbury CityThis article overviews:

  • Some goals for long-term planning.
  • Documents that will make starting your case easier.
  • Things to look for in an elder law attorney.

What Should Be The Goal For Long-Term Planning?

The goal for most elder law cases is to use the least amount of money as possible and make things as smooth as possible for your loved ones. It is imperative to think about things as far ahead in advanced as possible. If you do, it makes debilitating accidents things or normal life further down the road think much easier.

Creating a trust early is a great way to get started. You can save countless amounts of money in most circumstances. In some ways, it is the best investment you can make.

What Documents Do I Need To Have For Me To Start Preparing For This Process?

If meeting with an attorney to discuss elder law in New York, check all your accounts — every single one. Get statements to your bank, brokerage, and retirement accounts so you really know where you are at in terms of your assets. Double-check your beneficiary designations as well because you may have your ex-wife as a beneficiary, or you may have the child you have not spoken to in 15 years as one. Get your financial advisor involved if you have one, too, as well as any accountants you have.

If you own real estate, it would be a tremendous help to have a copy of your deed readily available. If you want to transfer real estate into a trust, you cannot without signing a new deed to transfer ownership to the trust.

If you have long-term care insurance, show that to an attorney as well. Sometimes people have minimal policies that provide minimal benefits, whereas other times they have these robust policies and do not exactly need a trust because they have such good coverage.

If you hire an elder law attorney for your elder law case, make sure it is someone you like and trust, has good reviews, and someone referred you to.

With the guidance of a skilled attorney for Elder Law Cases, you can have the peace of mind that comes with knowing that we’ll make it look easy.  For more information on Elder Law in New York, an initial consultation is your next best step. Get the information and legal answers you are seeking by calling (516) 888-5381 today.

C. Haner Law, PLLC

Call Now For A Personalized Evaluation
(516) 888-5381

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