373 North L Street, Livermore, CA 94551

How to Find the Best Tracy Trust Attorney

If you find yourself considering where your assets will go after you’ve passed and would like to avoid the probate process, you may wish to find a trust attorney. If you live in the Tracy area, follow these helpful tips to find the best Tracy trust attorney for you.

A trust attorney can help you to set up a trust in order to provide your loved ones with financial assets. This process can help you to rest assured, knowing that your surviving friends and family members will be provided for after your passing. Along with helping with estate planning paperwork, your trust attorney can also act as a trustee or else provide legal guidance to whoever you designate.

Online Presence 

While it is possible to find Tracy trust attorneys via visiting brick and mortar offices, it’s more time efficient and convenient to conduct research online. Survey the online presence of Tracy trust attorneys near you to narrow down your options. Look for an attorney who has positive online reviews. You may also wish to check on the credentials of prospective attorneys. An online presence often reveals a lot about a professional’s level of experience, area of expertise, and competency. 

Word of Mouth

If you know people in the area who have worked with a Tracy trust attorney, consider asking them about their experiences. If someone you know has had a good experience, it may be an indication that you’ll have a good experience, too. Likewise, the same is true for the opposite. Ask friends what they liked best about their attorney. If you get some leads, be sure to follow up with them to make your own decision. After all, while credentials and level of expertise are objectively important, the connection you feel with your attorney matters, too. After all, you’ll be working closely with this person and, likely, revealing personal information to them. 

Use a Directory

There are many directories online that compile local trust attorney information. This may be a good place to start if you don’t know anyone who has needed help with estate planning before. As with the other methods, make sure that you interview prospective estate planning attorneys and ask them any questions you may have. This will help you to better understand what they can do for you and will help you ascertain if you work well together. 

Tracy Trust Attorney

If you’re in search of a reputable trust lawyer in the East Bay, then you’ve come to the right place. At Lewman Law, we have the experience you need to handle all of your estate planning concerns. Contact our office today to schedule a consultation. You can also click this link to read client testimonials.

Filed under Estate Planning Tips

Creating a Will 101

Most people put off writing a will for later in life, but estate planning is one of the most important things you can do for your loved ones and their peace of mind. Talking to a Tracy will lawyer is a good place to start, but let’s review a few key details. Here’s a quick guide to help you get started.

Protecting Your Wishes

A will is a legal document that allows you (the testator) to determine how your estate is managed after your death. This can include financially valuable things like properties, but also items of sentimental value, like old family photo albums. The person assigned to manage your estate is called the executor. They are responsible for carrying out your wishes. It’s not necessary to name someone from your personal life to be the executor of your estate. Your Tracy will lawyer can also fill this essential role.

Did you know that more than half of Americans over the age of forty-five don’t yet have a will? This is according to a survey that was offered by the AARP. Estate planning can be overwhelming because it requires thinking about a time when we’re no longer here. But documenting our wishes is the best way to protect them, as well as our loved ones.

Reasons to Create a Will  

There are many reasons to create a will while you’re young and healthy. Estate planning documents can always be updated as needed, so there’s no need to worry that your decisions are set in stone. Here are some of the top reasons to get your affairs in order as soon as possible:

  • To name a legal guardian for minor children. Otherwise, this decision is left up to the court.
  • Determining how your estate is distributed among beneficiaries.
  • To avoid a drawn-out probate process as well as possible family disputes.
  • Tomorrow isn’t promised to any of us.
  • You have the option to disinherit people who stand to inherit your estate in the absence of a will. For example, a former spouse you’re no longer married to.
  • Minimize estate taxes for your loves ones.
  • Add gifts or donations to your estate plan. A Tracy will lawyer can explain the most up-to-date gift tax exclusions in your state.

Dying Without a Will

So, what happens if someone passes away without an estate plan? It’s called intestate when you die without a will. What this means is that the state of California will determine how your estate is distributed. These laws vary between states. Your belongings will enter the probate process to be transferred to beneficiaries that are chosen by the court.

A judge will also name an administrator, who will then follow the laws of probate in that state. It’s unlikely that this person knew you during your lifetime, or will be related to you in any way, which means they’re unlikely to handle things as you would have.

Schedule an Appointment with a Tracy Will Lawyer

For your peace of mind, don’t put off creating a will. When you’re ready to talk to an estate planning attorney, contact Lewman Law by calling (925) 447-1250. John F. Lewman, Attorney at Law, is a leading estate planning attorney in the Tri-Valley area. He’s known for his knowledge, skill and dedication, as well as his reassuring and compassionate demeanor. Do you have questions? Lewman Law is here to help.

Filed under Estate Planning Tips

Why Spring Cleaning Should Include Your Finances

Warmer weather is just around the corner. With the arrival of spring, many people are ready to tackle home improvement projects to refresh their living space. But there’s no reason spring cleaning can’t include our finances, too. A Dublin trust lawyer can help you update your current estate plan if you already have one. Here are a few simple tips to help you begin tidying up your finances in 2021…

Balance Your Budget

We all know that having an organized budget is one of the most important ways to maintain our finances. But even if you already follow a budget, spring is the perfect time to go over it and make changes.

Spend a little time adding up your income and expenses. These periodic reviews can help you make better financial choices in the long run. Maybe there are things you’d rather be spending your disposable income on.

Get Rid of Old Spending Habits

Spring is also the best time to dust off those things that are no longer important. Sometimes we don’t even notice our spending habits until we stop to review them. Maybe you’re eating out more than you realized, or ordering things you don’t really need online. It’s easy to do, especially during the pandemic.

We all have some negative spending habits, but spring is a great time to change these mindless habits.

No More Late Payments

Late payments can really hurt your credit score. These days, most of us pay our bills online. It’s pretty easy to set up automatic payments so you don’t need to remember to write a check, make a call, or visit all the websites on your payment list. Improve your credit score by scheduling monthly transfers. This will help simplify your finances, too, and it will be one less thing to think about.

Set Up an Estate Plan

If you don’t already have an estate plan, it’s never too early to be prepared. People often mistakenly believe that they don’t need an estate plan until they’re much older, but there are no guarantees in life. Additionally, a Dublin trust lawyer may be able to help you save money on your taxes.

Talk to a Livermore Estate Planning Lawyer

Spring is almost here. When you’re busy dusting the blinds and scrubbing the baseboards, don’t forget to also schedule an appointment with a Dublin trust lawyer to clean up your finances. If you have questions about trusts or estate planning, contact Lewman Law at 925.447.1250.

Filed under Estate Planning Tips

What Do Trust Attorneys Do?

If you’re in the East Bay and need a Dublin trust attorney, you might want to read this quick post. It will walk you through how to choose the best person for the job, and outline their most essential duties.

So, without wasting your time, let’s get right into it.

What Does a Dublin Trust Attorney Do?

Hiring a trust lawyer is a vital step that can help make your whole estate planning process easier to manage. But if you’re trying to decide if you really need the guidance of a professional, here are three primary duties every trust lawyer offers their clients:

  1. A Dublin trust attorney is responsible for advising you on the best type of trust for your situation, as well as following state laws.
  2. They can also help with the administration of the trust, or ensure that your trustee has the necessary legal documents in order to manage the trust.
  3. A Dublin lawyer can also set up a trust on your behalf so your loved ones are able to avoid the probate process, as well as certain taxes.

How Do I Choose a Good Trust Lawyer?

When choosing a trust attorney, you want to look out for the following:

Schedule a Consultation

After reviewing testimonials, it’s best to make sure that you schedule a consultation to talk about your needs, and the right course of action. An experienced estate planning lawyer will have advice on whether or not a trust is right for your unique situation. And, if so, what kind of trust will offer the most comprehensive protection.

In general, it’s also not a bad idea to jot down a list of questions. It can be easy to forget something important once you’re face to face and taking in a lot of new information.

Related Content: Getting Ready For 2021

Are They Experienced in Estate Planning?

With something so important at stake, it pays to hire a pro. You want to make sure that you choose an experienced Dublin trust lawyer to help you establish your goals. Take some time to review an attorney’s background before you make up your mind.

Remember, there are many types of law that people specialize in, so you definitely want to choose someone with a practice in estate planning. This is an important thing to consider, especially because laws can change over time. A Dublin lawyer who doesn’t specialize in estate planning may not be aware of those changes.

Related Content: Why Choose Lewman Law For Your Estate Planning?

Communication Skills

It may seem like a given, but not all attorneys have good communication skills. Be sure to hire someone who answers your questions in enough detail, and listens carefully to your concerns. When it comes to communicating with your Dublin attorney, a little chemistry can go a long way.

Do You Need a Dublin Trust Attorney?

If you’re in search of a reputable trust lawyer in the East Bay, then you’re in the right place. At Lewman Law, we have the experience you need to handle all of your estate planning concerns. Contact our office today to schedule a consultation. You can also click this link to read client testimonials.

Filed under Estate Planning Tips