Any rock star Estate Lawyer recommendations? Need to do some tax planning for the progeny.

Bay Area preferred, but honestly they can be anywhere, so long as they are stellar and give solid advice. Starting from zero (like HR Block free tax software level) so really need the full setup.

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You definitely need someone in your state as probate and relates laws vary state to state.

helpfullike

I do this work, and you absolutely need a cali attorney. Use the ACTEC website to find someone, especially if you have unique planning needs.

I’ve heard of a great guy in Albuquerque. He should be able to set you up.

funny

I know a guy

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funny

I’ve got a guy in MA, but you need someone in state. And a financial person and a lawyer, one to help you plan and one to put it in worrying (trusts are in your future you have any assets).

helpful

Thanks! Like I said, starting from zero, so this is helpful to know.

Talk to a firm. You do not want to do one on one wealth management unless you want to be introduced to madoff types

If you’re starting from zero, why do you think you need a rockstar (high fee) attorney? You’ll be fine with a basic estate plan unless you have multiple LLCS or family partnerships to consider.

Do not go to some local low cost or online option. If you have assets at all, that is, or want anything beyond what probate would already decide by default. We did a will like that for like $1000 and years later showed it to an actual estate planning attorney and it was junk. Cost $5000 to do it right. Trusts, powers of attorney, etc. - the key is tax planning so heirs get most advantages, and having proper beneficiaries (in some cases the trust is the beneficiary). If you have kids this is essential as well, to line up protection for them and for the assets of you were to pass when they are young.

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