Our services
- Estate Planning
- Wills
- Trusts
- Powers of Attorney
- Special Needs Planning
- Medicaid Planning
- Probate
“Less is more” can help us declutter our closets or garage, but applying this to estate planning does not work.
Avoiding Estate Planning may seem “simple.” No advisors, lawyers, accountants. No decisions. Sit back and let the state divide your property!
Estate Planning, however, will likely complicate things, and a lack of planning will not benefit your legacy. Estate Planning is complicated…and that’s okay! Distributing your assets, your property, and more impacts your LIFE too.
Most people focus on what happens to their property once they die, but they’re failing to plan for their incapacity. Memory loss from Alzeheimer’s, a sudden illness, stroke, or heart attacks can leave you legally incapacitated – unable to speak and act on your own behalf.
A well-drafted estate plan will consider your wishes after you pass, providing direction and power to those you trust – BEFORE incapacitation.
Here’s where we come in. You can have an estate plan that meets your needs and provides for your legacy soon. In estate planning, meeting with your attorney, accountant, and financial advisor helps you prepare for your life and legacy.
Eidelman Law Firm believes this requires teamwork. Everyone together and aiming for the same goal: YOU! Ensuring your intentions are carried out. Again, this is about more than one lawyer. Accountants, financial planners, and insurance brokers can improve your estate plan, affording you peace of mind that you’ve done what you can to care for your loved ones.
Looking to schedule an appointment with Eidelman Law Firm? The best way to prepare for your meeting is filling out our Client Questionnaire. This simple and fillable form gives us a look at your situation to best address your concerns. Follow these steps:
1. Download the Client Questionnaire (blue button).
2. Fill out the form on your computer. The document will allow you to do it by clicking each field.
3. Save the document once you’ve filled it out.
4. E-mail your complete Client Questionnaire to us at info@eidelmanlawfirm.com. We will use the information at your appointment.
Schedule Appointment: 1-800-4-ESTATE
The Inheritance Trap: Common Estate Planning Mistakes and How to Avoid Them will help you navigate estate planning while providing answers to questions you didn’t think to ask.
An estate plan is about living, not dying. You have the ability to protect your assets, your future and your heirs.
An estate plan doesn’t have to be unpleasant or confusing. The Inheritance Trap breaks down ways to transfer assets, avoid probate, decide whether or not you need a trust, explains how to transfer a family business, and how to navigate Medicaid and long-term planning.
Contact Us for a free copy. Click the link and in the message, include you’d like the book.
Located in the same building as Market Advisory Group, Eidelman Law Firm provides clients immediate access to the seasoned financial advisors of Market Advisory Group, LLC,* and the tax planning expertise of Market Tax Services.** Team-based estate planning is the future of estate planning. Combining the skills and experience of independent advisors is the best way to avoid the pitfalls you may miss in preparing your estate plan.
*Market Advisory Group, LLC is an independent investment advisory service company. It is not affiliated with the Eidelman Law Firm. It does not dispense legal advice or services.
**Market Tax Services, LLC is an independent CPA firm not affiliated with Eidelman Law Firm. It does not provide legal advice or services.
