- call a variety of lawyers and ask about pricing. Some charge by the hour, others charge a flat-fee;
- work with an attorney who specializes in estate planning and probate -- they should be more knowledgeable and more efficient;
- hire someone you feel comfortable talking with, it is important that you tell this person about your family structure and financial situation -- no matter how difficult either situation is;
- get recommendations from friends and family who have completed a will, or from a trusted professional you already use (accountant, financial planner, insurance person); and
- doing a basic will can take between 4 and 6 weeks, depending on how organized you are and if you know who you want to do what (guardian, personal rep, trustee).
Making sense of illness, death and taxes through the eyes of Attorney and Author, Melinda Gustafson Gervasi
Wednesday, July 8, 2009
Fiscal To-Dos
This NYTimes article talks about tackling those pesky financial to-dos that never seem to get finished. The author has extra time on his hands thanks to unpaid leave of 10 days, and decided to use that time to improve his family's fiscal health. Number 6 is "complete a will". The author has made some initial calls to attorneys, and claims that "it will be finished by summer". If you are in a similar situation, keep the following in mind:
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Wills
Melinda Gustafson Gervasi is a Madison attorney and author whose current practice focuses on estate planning and probate. She is committed to increasing the public’s understanding of estate planning and probate issues. In 2013 she released her first book, Middle Class Philanthropist where she illustrates how anyone can leave a legacy. Gustafson Gervasi Law Office, LLC, 5555 Odana Rd., Suite 205, Madison, WI 53719
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