What to Bring to Your Consultation With a Springfield Elder Lawyer

When you consult with an elder law attorney, it is best to come prepared. Most people facing an elder law issue will need to make some important decisions that will greatly affect their lives and their families. Whether this means planning for their own old age, or ensuring their assets are taken care of after they pass away, the stakes are high.  This means the person seeking legal help should have certain documents and information.  In addition, they should consider their goals in hiring an elder attorney.

A Springfield elder lawyer at Parks & Jones can assist with your elder law issues. We will help you gather the information you need.  We will also help you make the vital decisions about your golden years and legacy, then put those decisions into effect.

Clarify Your Goals in Hiring an Elder Lawyer

When meeting with an elder attorney, you should first clarify the areas where you may need help. Do you wish to plan for your potential disability? Are you seeking to ensure your long-term care is handled? Or are you seeking help with estate planning to ensure your family and loved ones are provided for after your death?

The following are some potential goals within each of these areas of elder law.

  • Disability and Incapacity Planning: One major area where elder lawyers can be of assistance is planning for your potential disability or incapacity. If you become incapable of making your own decisions due to an accident, illness or dementia, you should decide whom you would want making decisions on your behalf.  The right legal documents, such as a durable power of attorney, can ensure the needs of you and your family are met during times of disability or incapacity.
  • Long-term Care Planning: Most people over the age of 65 will need long-term care at some point. Accordingly, you should have plans in place to provide for this costly care, including insurance options and asset protection.
  •  Estate Planning: To ensure your assets are protected and passed on to the next generation, be sure to select and consider the beneficiaries you want, in addition to making an inventory of all your assets.

Documents and Information to Bring to Springfield Elder Lawyer Consultation

Some basic documents and information to bring to your consultation include the following:

  • General information (name, DOB, etc.) about you and your beneficiaries, power of attorney holders, etc.
  • Any existing legal or planning documents, such as wills, trusts, insurance policies, etc.
  • Basic information about retirement accounts, investment accounts, properties, or businesses.
  • A list of questions for the attorney.

Consult With the Springfield Elder Attorneys at Parks & Jones

If you need assistance with an elder law issue, including disability planning, long-term care planning or estate planning, call Parks & Jones today at (417) 823-9898 to schedule a consultation with a Springfield elder lawyer.  We are experienced in Missouri elder law and estate planning, and we use that experience to work for positive outcomes and peace of mind for our clients. To schedule a free consultation, contact us today or fill out our consultation request form.

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