Elder Law Group Blog

What Should I Bring When I First Meet with My Elder Law Attorney?

Mar 21, 2017 | News

What Should I Bring When I First Meet with My Elder Law Attorney?Elder law attorneys focus their practices specifically on creating comprehensive plans for seniors, disabled persons, and those concerned about asset protection. Although elder law attorneys do perform Estate Planning services, they also go beyond these basic services to address issues such as Long-Term Care planning and asset protection. Due to the many issues that you can expect to address with your elder law attorney, here are some of the documents that you should bring when you first meet with your elder law attorney:

  • Your most recent bank account statements, including checking, savings, and money market accounts
  • Your most recent retirement or investment account statements, including pensions, IRAs, and 401(k)s
  • The most recent appraisal of your home, or other documentation of your home’s current value
  • Your most recent property tax statements
  • The most current account statements for any debts that you or your spouse owe, including mortgage loans, car loans, credit card accounts, and personal loans
  • Detailed information about any income that you or your spouse receive, whether it is from employment, pensions, Social Security benefits, annuities, VA benefits, or another source
  • Documentation of the make, model, and year of each vehicle that you or your spouse own

The Tri-Cities/Kennewick asset protection lawyers of Elder Law Group PLLC are experienced in ensuring that you will be able to preserve your assets, but still receive the quality care that you need and deserve. Making decisions about how to best protect your assets and finance any Long-Term Care that may become necessary is not an easy task. You need legal guidance to help you determine exactly what is best for you, based on your particular circumstances. We have been in your shoes, and we know how to help. Contact Elder Law Group PLLC today at 509.468.0551 and learn how we can help you through this difficult situation.

Preserving Your Hard-Earned Assets For Your Spouse

During your career, you worked hard and acquired certain assets. You want both you and your spouse to enjoy the fruits of your labor for the remainder of your lives. The last thing you want to worry about is losing your life’s work to estate taxes, long-term care...

Five Reasons Unmarried Partners Need Estate Plans

If you’re not married, but in a relationship, you might be surprised to learn that your  partner could have legal rights to your estate upon your death.   Committed Intimate Relationship Doctrine: When unmarried persons live together as  a couple...

3 Lessons Parents Teach Their Children That Relate to End-of-Life

If you have children, you know that being a parent is both rewarding and challenging.  During the course of your child’s life, you have stepped into the role of doctor,  counselor, friend and comforter. But one of the biggest roles you will play during...
Elder Law Group Logo

Subscribe To Our Newsletter

Please subscribe to learn more about how Estate Planning can protect you, your family and your money.

You have Successfully Subscribed!