The-End-of-the-Year-Legal-Planning-Checklist

The End of the Year Legal Planning Checklist

Can you believe that the beginning of a new year, 2022, is just a few short weeks away? Even as the stress of the pandemic continues, most of us are busy finalizing our end of the year plans. Are you, as part of this planning, taking stock of what has happened this past year, reflecting on goals for the coming year, and deciding what you want for your future?

As you reflect on your goals for yourself, your loved ones, and your legacy this past year and look to the future, we encourage you to take the time to meet with a local attorney to make sure you always have the representation you need. Why do you need to consider working with a local attorney? We have some good reasons to share with you. You should have an up-to-date estate plan, especially if you have minor children and want them to be protected if you become incapacitated or die. If you are buying or selling residential or commercial properties you need a real estate attorney. You need a good attorney on your side if you have recently been in a car accident or sued.

If you are ready to hire an attorney, what is next? Do you have questions on where to begin? Consider the following ten questions that you may use, in addition to your own, to ensure that you have the peace of mind that can come from good legal planning.

  1. Who will make your decisions if you are not able to make them for yourself?
  2. Do you have an advocate in place who understands your wishes?
  3. Who could handle your business affairs if you could not?
  4. Are you concerned about the costs of legal planning and need guidance?
  5. Is your business protected?
  6. Do you need additional insurance policies?
  7. Will your retirement plans be able to support you as you age?
  8. Do you have a taxable estate or tax concerns?
  9. Has your accountant or investment advisor recommended you make gifts?
  10. Have there been any changes in your family structure that necessitate the need to update your plans?

Everyday we hear questions like the above from our clients and their family members. When it comes to legal planning, you need to know your local attorneys will work for you when you need them to. The team at Northeast Law Center is dedicated to serving our clients and our community. For local legal assistance, we are here to help. Please contact us today to schedule an appointment. We practice law in all Connecticut counties including Windham, Tolland, Litchfield, Hartford, Middlesex, Fairfield, New London and New Haven; we also practice in New York and Massachusetts.

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