We have the estate planning attorneys, Toms River, NJ residents trust. Carluccio, Leone, Dimon, Doyle & Sacks, LLC. will work with you to understand, outline, and implement your wishes.
An individual’s estate is comprised of all of his or her belongings: personal possessions, cars, real estate, checking and savings accounts, investments, life insurance, etc. When you hire an estate planning lawyer at Carluccio, Leone, Dimon, Doyle & Sacks, LLC., we will work with you to develop a living trust or will that names whom you want to receive your effects after your death or in the case of incapacity.
When you visit with your estate planning attorney, you’ll want to have a clear understanding of your current financial situation. Gather documentation that will help you and your attorney, including life insurance policies, vehicle titles, mortgage loans, and bank statements. Bring the portfolio to your estate planning meeting.
The meeting with your estate planning lawyer will take at least an hour, depending on the complexity of your needs and your finances. Reserve an afternoon so that if the meeting takes longer than expected, you won’t feel the need to continue on another day.
Now is the time to start planning your estate. The more committed you are to finalizing your estate plan, the more likely it will be quickly and successfully completed. Contact Carluccio, Leone, Dimon, Doyle & Sacks, LLC. for more information about the elder law and estate planning attorneys, Toms River, NJ residents trust.