What Should I Bring When I First Meet with My Elder Law Attorney?

Posted on: Mar 21, 2017

What Should I Bring When I First Meet with My Elder Law Attorney?Elder law attorneys focus their practices specifically on creating comprehensive plans for seniors, disabled persons, and those concerned about asset protection. Although elder law attorneys do perform Estate Planning services, they also go beyond these basic services to address issues such as Long-Term Care planning and asset protection. Due to the many issues that you can expect to address with your elder law attorney, here are some of the documents that you should bring when you first meet with your elder law attorney:

  • Your most recent bank account statements, including checking, savings, and money market accounts
  • Your most recent retirement or investment account statements, including pensions, IRAs, and 401(k)s
  • The most recent appraisal of your home, or other documentation of your home’s current value
  • Your most recent property tax statements
  • The most current account statements for any debts that you or your spouse owe, including mortgage loans, car loans, credit card accounts, and personal loans
  • Detailed information about any income that you or your spouse receive, whether it is from employment, pensions, Social Security benefits, annuities, VA benefits, or another source
  • Documentation of the make, model, and year of each vehicle that you or your spouse own

The Tri-Cities/Kennewick asset protection lawyers of Elder Law Group PLLC are experienced in ensuring that you will be able to preserve your assets, but still receive the quality care that you need and deserve. Making decisions about how to best protect your assets and finance any Long-Term Care that may become necessary is not an easy task. You need legal guidance to help you determine exactly what is best for you, based on your particular circumstances. We have been in your shoes, and we know how to help. Contact Elder Law Group PLLC today at 509.468.0551 and learn how we can help you through this difficult situation.