Predictability + Track Record = Successful Elder Law Planning

Predictability is essential. The essence of successful planning is predictability. You know exactly what’s going to happen because you set it up that way, using the best possible information, advice and methods available.

That’s why it’s critical to retain competent professionals to handle your work. Elder Law attorneys have detailed knowledge of trusts, estates, elder financial planning, Medicaid, Medicare, guardianship considerations, as well as experience in drafting all the necessary documents properly. Errors can be very costly. How will you pay for your care if your benefits are denied or revoked?

There are differences among Elder Law attorneys.  Here are three specific elements to look for when retaining an attorney:

Tried and true techniques. The lawyers you choose should employ methods that have a proven track record of producing reliable outcomes. While aggressive, “cutting edge” strategies might sound appealing, they usually come with added risks that may be difficult to quantify.

Focus on Anticipated Results.  When you sit down with an Elder Law attorney for your initial consultation, you should ask for, and receive, a detailed analysis of your situation, and recommendations as to what should be done to get the best overall legal and financial results. If you don’t come away from the meeting with a clear idea of the benefits that can be obtained and specifically how to achieve them, that should give you cause for concern.

Personal attention. You want personalized service, attention to detail, and prompt, professional responses to your questions and concerns. That makes your life a lot easier. If you don’t have the sense that a firm’s attorneys and staff are service-oriented, think twice about hiring them.

The criteria discussed above are the cornerstones of Lamson & Cutner’s approach to representing all of its clients. It’s why the firm has a well-established history of offering a reliable, service-based approach, and a track record of consistently delivering excellent results.

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