Merlino & Gonzalez July 2019

July 2019





And Why They Work Better Together

It’s common for a law firm to have different attorneys who specialize in particular areas, but we like to think we have a particular combination that provides extra value to our clients. We are not a one-and-done type of law firm where you come in when you have a problem and leave forever once it’s resolved, never to interact again. Instead, we want to provide a continuous experience that aids clients for many years. The two halves of our firm, real estate law and estate planning, naturally go hand in hand. When you buy a piece of property, you obtain a significant asset that may end up being part of your estate. Similarly, when you begin planning your estate, you need to consider how any property you hold will be involved in it. Because we have attorneys who specialize in both, we can make sure your real estate transactions are protected long after you close on a property. When your real estate actions dovetail with long-term estate planning, you protect your investments for future generations. Most people think of an attorney as somebody you work with on an as- needed basis. You get in a car accident, you call a personal injury lawyer; you’re going through a divorce, you contact a family law attorney; etc. Our firm is a bit different in structure and approach. Yes, you can call us when you’re buying or selling a home, and we’ll help make sure the legal portion of the transaction runs smoothly. But it doesn’t have to stop there. We can use your home transaction to begin the conversation about creating an estate plan that will detail your wishes for your assets and medical care. In our experience, it’s never too early to begin discussing your estate plan. As much as we don’t want to think about it, random tragedies happen. You don’t want to end up in a situation where you regret not having legally ironclad estate documents detailing the type of medical care you’d like to receive, the distribution of your assets, and who you want to handle your affairs once you’re gone. Putting a plan in place gives you peace of mind that no matter what happens, your

wishes will be honored. You may not need to use any of your estate planning documents for decades, but it still helps to have them there. The alternative can be scary, frustrating, and dread-inducing. The natural synergy between our practice areas allows us to work with clients over a number of years to help them provide for their loved ones and future generations. We want to learn about your life, your desires, and how you want the future to play out. Whether you’re considering buying a second home or wondering about how to protect your assets from potential long-term care costs, we are here to guide you through the process. Our job is never to make decisions about your life; it’s to give you the tools and information to allow you to make the best decision for yourself and your family. If you’ve only ever used our firm for real estate matters, I hope you’ll consider coming in to sit down and discuss your estate, and vice versa. We are a firm with two focuses, each complementary to the other. That dual focus, in part, is what makes us special and unique. We want to be your law firm for life, not just a problem solver you use in a time of need and promptly forget about afterward.



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