How to Prepare Before Meeting with an Elder Law Attorney
Meeting with an elder law isn’t just something for older people to do. Many people of all ages benefit from getting the legal advice which a good elder law attorney can provide to them. If you are thinking about making a financial plan, interested in learning about retirement, want to plan ahead for your legacy, or are interested in asset protection, an elder law attorney can provide you with the guidance you need to make effective use of Ohio legal tools.
For those interested in meeting with an elder law attorney, it is a good idea to make a few plans and preparations before your first meeting with your lawyer. Your attorney can help you to understand what, if anything, you should do before an initial meeting. You can also consider taking steps on your own to get ready for a productive relationship with a skilled elder law attorney serving clients in the Cincinnati area.
Preparing for a Meeting with an Elder Law Attorney
If you are preparing for a meeting with an elder law attorney, there are a few things you may want to do so your meeting is productive and so you can ensure that your attorney is able to help you accomplish your goals. Some of the steps that it may make sense to take include:
- Identifying the areas where you need help: Elder law attorneys help you do many different things, from retirement planning to legacy planning to incapacity planning and avoiding probate. You may want help with all of these different areas, or with just a few of them. If you have any specific goals or things you want your lawyer to do, you should list those out before you come to your first meeting. If you aren’t sure where to start, don’t worry because your lawyer will guide you and explain all of the services that an experienced attorney can provide.
- Making a list of your questions: You don’t want to forget to ask about things you are concerned or confused about. In the heat of the moment, the important questions that drove you to an elder law attorney in the first place can sometimes get lost. It is a good idea to know in advance what you are going to ask and be prepared to jot down the answers so you can review them after your meeting.
By taking these steps, you can get started right away on working with your elder law attorney in making plans and making Ohio’s law work for you. Be sure to ask your attorney if there is anything else specific you should bring or other steps you should take before your meeting.
The Importance of Working with an Elder Law Professional
Working with an elder law attorney is important, as you never know what the future holds. You don’t want to end up incapacitated, nor do you want to end up with your assets at risk and facing potential losses due to high nursing home costs when you can make an incapacity plan and a Medicaid plan. You also don’t want to be without enough money in retirement, or leave your family in a bad financial position if you pass away unexpectedly.
An elder law attorney helps you to identify areas where you are vulnerable, assists you in setting goals, and helps you to make effective use of a variety of Ohio legal tools to protect your future. The sooner you work with an elder law attorney, the more protection you can put in place for your assets and for your loved ones, and the more peace of mind you will have.
Getting Help from an Ohio Elder Law Attorney
Zimmer Law Firm can provide comprehensive help to clients who are interested in working with an Ohio elder law attorney. Our legal team has the skill and experience necessary to help you to define your goals for the future and to help you make plans so you are prepared for both good times and bad. From a secure legacy to safe assets and a financially stable retirement, you can do it all with the right plan.
To find out more about the steps an elder law attorney can help you to take, download our estate planning checklist. You can also give us a call at (513) 721-1513 or contact us online to speak with a member of our legal team about the assistance we can offer with incapacity planning, retirement planning, asset protection, and legacy plan. Call now to learn more.