Robert Tollin, experienced mortgage consultant, discusses how you can utilize reverse mortgage financing to purchase a new home in this guest post. Find out if this is right for you.
Estate planning attorney
Empowering Families to Meet Life's Milestones with Confidence
The Process of Estate Planning
What to Expect
Cara Law bases most of our estate plans on a flat fee that based on your needs and situation. After your initial consultation, we will let you know the cost for your estate plan up front and will find a plan for you that works within your budget, without any hidden fees or extra charges.
1. Getting Started- The First Step
-Answer a few easy questions and book your first consultation
-Based on your answers, you will receive an email with more information and a few more questions. Your answers will help us understand your concerns and your family’s needs
-Connect with our attorney via zoom or in person (whichever you prefer)
2. During Your initial consultation
-Review the information together that you provided in step one
-Talk about your priorities and protecting what is most important to you
-Discuss the available options and choose the plan that is right for you
3. Pricing
There are many different options when it comes to estate planning. The cost of creating your estate plan is dependent on a few different factors such as
-Your wishes
-Total assets
-What you presently have in place
-Tax planning requirements
-Medicaid eligibility planning needs
-Asset protection and preservation needs
4. After Your Consultation
Oftentimes, we get everything squared away in our first consultation. However, more complex situations will require a second planning meeting. After discussing your options and helping you chose the best one for you, we draft all of the appropriate documents. You should get these approximately 4-6 weeks after our first meeting together.
5. Completing Your Estate Plan
Upon receiving your draft documents, you should read through them thoroughly. You have the option to do this on your own or with Cara Law. To make your new estate plan official, we will arrange a convenient time for us to meet in person to sign the documents. You will also have a chance to ask any remaining questions. We go over each document with you to make sure that you understand what we put in place, and that your plan is clear and meets your expectations.
2-3 weeks after you sign your documents, you will receive your completed estate planning binder from our office. Your estate plan binder contains all of your documents, instructions to your agents and family members, as well as some additional helpful tips and information about how to make the best use of your new estate plan.
Your Future With Cara Law
Our relationship doesn’t end once your estate plan is done. We are here for all of you and your family’s milestones along the way, such as college, marriages, births, new assets, changes in your medical status, divorce, remarriage, and so on. Estate planning is a lifelong process and Cara Law is here with you every step of the way.
Click the button to get started!
Our Services
icon-estate-planning
Estate Planning
Cara Law prides itself on creating personalized and unique estate plans addressing the individual needs of each client.
icon-guardianship
Guardianship
An expert in Guardianship Proceedings for over 15 years, Jackie Cara assists families who are faced with the need to provide protection for a loved one facing medical, mental, or physical limitations.
icon-probate
Probate, Estate and
Trust Administration
Trust Administration
Facing the passing of a loved one is difficult under the best of circumstances. Cara Law is here to help your family handle estate proceedings and trust administrations, simply, easily and without worry.
icon-consulting
Consulting and
Of Counsel Services
Of Counsel Services
Jackie Cara is a frequent consultant with other firms and attorneys in need of specialized estate planning, probate or guardianship law.
News
Home Equity Conversion Mortgages
Getting Your Kids Ready for College: The Crucial Financial and Estate Planning Tools You Need
Sending your children off to college is a major milestone. It's essential to consider the legal and financial implications that come into play now that they are legally adults.
What to Expect When Filing for Guardianship
Guardianships are not just for children. Often adults with illnesses and dementia symptoms require the appointment of a guardian.
I frequently consult with Jackie because she has comprehensive experience as an elder law attorney, particularly in the area of guardianship law. She willingly shares her vast knowledge with clarity and patience.
Jacqueline is a highly knowledgeable elder care lawyer, a field that is both cross-disciplinary and specialized at the same time. She was able to navigate Land Lord Tenant parts in Queens County, the guardianship part of Queens Supreme Court, conduct a closing on a cooperative apartment, and digest a complex regulatory environment. Most lawyers would be lucky to handle just one of those areas as competently as Jacqueline handled all four.
I've worked with Jackie in our efforts to serve very vulnerable people in need of protection and advocacy. Jackie's heart is exactly where it needs to be and she's certainly someone you want on your side helping your family members when they need it most.
