Joe Volin has been practicing law for over 35 years. His clients often say he has a knack for explaining complex legal problems and their solutions in Plain English. He regularly helps people with Estate Planning, Wills and Trusts, Revocable Living Trusts, Elder Law, and Long-Term Care Planning. Benjamin Franklin said, "If you fail to plan, you are planning to fail."
Although he wasn't talking about estate planning, the advice is worth heeding. Congratulations! for taking steps to protect your spouse and family from the costly, time-consuming, stressful problems that arise from poor planning. I've dedicated my law practice to helping consumers protect their assets and plan their estates so they don't become a burden to their children.
Although he wasn't talking about estate planning, the advice is worth heeding. Congratulations! for taking steps to protect your spouse and family from the costly, time-consuming, stressful problems that arise from poor planning. I've dedicated my law practice to helping consumers protect their assets and plan their estates so they don't become a burden to their children.
Services
Thousands of clients have hired me for estate planning services over the past 35 years partly because of my personal guarantee. When you hire my estate planning services, I promise you will receive. I promise I will answer all your questions, meet with you as often as you wish, and do everything possible to treat you the way I like to be treated when I'm the client.
Problem #1: Choosing the wrong trustee. Many people believe that you must name your bank as your trustee, but this is not the case. I recommend you act as your own trustee so you continue to manage and invest your assets, just as you do now. Problem #2: Leaving your trust empty. A living trust is like a safety deposit box.
Mistake #1: Relying on the government's estate plan. If you do not set up an estate plan, your property will be distributed according to the laws of the state where you live. The law may require the probate judge to give your property to someone other than the person(s) you would have chosen. Mistake #2: Relying on a will.
When one owner dies, that person's share immediately passes to the other owner(s) in equal shares, without going through probate. We've all be told that joint tenancy is a simple and inexpensive way to avoid probate, and this is sometimes true. But the tax and legal problems of joint tenancy ownership can be mind-boggling.
What happens if you don't maintain your car? Your engine could burn up. Your transmission could fail. Your car could overheat. Your battery could go dead. All of which means you're stuck on the side of the road trying to hitchhike to the nearest town. Your estate plan is like your car. When you set it up, everything is current and accurate.
Reviews (11)
Sandra Ripplinger
Mar 31, 2021
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Joe Volin is a true professional, with his clients' interests guiding the work that he does. I consulted with Joe, not knowing what my estate planning should look like and he took me through the process, step by step. One of my concerns was providing for my daughter, who is multiply disabled - I wanted to include her but didn't want her to lose the support that she gets from the State and Federal Government. Joe was sensitive to my concerns and we ended up with a Special Needs Trust as part of a larger trust and will.
Joe is very responsive. I actually couldn't believe it when I called his phone
Joe is very responsive. I actually couldn't believe it when I called his phone
James Sloan
Oct 26, 2020
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Lou Vincent
Jun 20, 2020
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Dj Katona
May 05, 2019
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Mr. Volin has helped my family with estate planning over the last two years and has always been extremely professional, knowledgeable and thorough. We’ve needed counseling in various areas and Joe continuously displays great patience and kindness, and returns phone call in a very timely manner! We highly recommend him.
Glenn Steinbrenner
Dec 19, 2018
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We had Joe prepare our wills and set up at trust. We had found him through Hyatt Legal Plans. Throughout the process we felt that Joe was very knowledgeable and answered our questions in a manner easy to understand. The whole process was able to be finished in two sessions. He had an easy-to-follow questionnaire which sped up the process. We truly felt that he was invested in our well-being and was very personable. We found the entire experience to be positive and came away with an organized estate planning binder.
Trish Allen
May 15, 2018
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Joe did an excellent job in preparing the trust for me and my husband. The time he spent with us explaining all aspects of a trust was of great value. Any and all questions were answered with detailed explanations so that we came away understanding the importance of a trust in protecting our estate.
Carlos Garcia Navarro
Sep 25, 2017
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H.
May 23, 2017
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Michael Vicker
Nov 13, 2016
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Friendly, Professional, Knowledgeable
We first met Mr. Volin in 2001. Joe not only created our first estate plan, but educated us along the way. In 2016 we contacted Joe for a free review of our plan, which resulted in updates due to changes in state estate plan laws. One again, Joe made the process easy and understandable, which can only come from decades of providing people professional and friendly service in the best interest of his clients. I highly recommend Joe. In addition to helping us, Joe helped my mother and I work through the concerns of probate and community property law after the
We first met Mr. Volin in 2001. Joe not only created our first estate plan, but educated us along the way. In 2016 we contacted Joe for a free review of our plan, which resulted in updates due to changes in state estate plan laws. One again, Joe made the process easy and understandable, which can only come from decades of providing people professional and friendly service in the best interest of his clients. I highly recommend Joe. In addition to helping us, Joe helped my mother and I work through the concerns of probate and community property law after the
John B.
Oct 30, 2015
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Kate D.
Aug 18, 2014
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At my consultation appointment Mr. Volin went over what my options were. He knew I was a bit nervous, so he had given me his email address and told me that if I had any more questions, I could feel free to email him. I was quite impressed by this....
HOWEVER, the next day, I had a question come up, so I sent him a short email. To my dismay, he told me that he would "have to charge" me to answer my question. Needless to say, I did not hire him and never went back.
HOWEVER, the next day, I had a question come up, so I sent him a short email. To my dismay, he told me that he would "have to charge" me to answer my question. Needless to say, I did not hire him and never went back.
