Let the Baldwin Law Firm Create Your Estate Plan.

Great legal advice will lead to a great estate plan. Don’t just search ‘estate attorney near me’ on your phone, head to the estate planning law firm in New Jersey that everyone knows and trust, Baldwin Law Firm! Let our knowledgeable and experienced attorney provide you the peace of mind of a well-thought-out and drafted estate plan. Get your free consultation with an estate planning attorney today.

ESTATE PLANNING CHECKUP

If you answer no to one or more of these questions, it may be time to review your estate plan. Please contact us for a review and consultation.

  • Do you have a Will or Revocable Living Trust?
  • If you have a Will or Revocable Living Trust has it been more than 2 years since you signed it?
  • If you have minor children, do you have a current Will that names Guardians?
  • If the total gross value of all of your assets, including IRA/401(k)s and Life Insurance is over $1,000,000, do you have a tax-planned Will or Revocable
  • Living Trust?
  • If you have a Revocable Living Trust, have you transferred your assets into it?
  • In case you become disabled, have you nominated someone to handle your financial affairs?
  • Do you have a current Healthcare Power of Attorney that provides the name, address and telephone number of your designated agents?
  • Do you have a signed HIPAA authorization?
  • Do you have provisions in your Will or Revocable Living Trust that address the issue of death taxes?
  • If you want to make charitable gifts at your death, are they clearly set forth in your planning documents?
  • Do your planning documents clearly set forth how you want your tangible personal property distributed at your death?
  • Do your planning documents plan address the care of your pets after your death?
  • Has the value of your assets changed substantially since you signed your planning documents?
  • Have you been married, widowed, or divorced since you signed your planning documents?
  • Have you had children or grandchildren since you signed your planning documents?
  • Have your children married or divorced since you signed your estate planning documents?
  • Have you, your spouse, or a child become physically or mentally incapacitated since your planning documents were signed?
  • Have you moved between states since you signed your estate planning documents?