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| estate planning questions to ask attorney: Suze Orman's Protection Portfolio Suze Orman, 2002 Suze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust. |
| estate planning questions to ask attorney: Secrets of Great Estate Planning Brenda Geiger, 2016-04 |
| estate planning questions to ask attorney: Estate Planning 101 Vicki Cook, Amy Blacklock, 2021-08-03 Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way. |
| estate planning questions to ask attorney: Understanding Living Trusts Vickie Schumacher, Jim Schumacher, 1990 Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death. |
| estate planning questions to ask attorney: Fair Play Eve Rodsky, 2021-01-05 AN INSTANT NEW YORK TIMES BESTSELLER • A REESE'S BOOK CLUB PICK Tired, stressed, and in need of more help from your partner? Imagine running your household (and life!) in a new way... It started with the Sh*t I Do List. Tired of being the “shefault” parent responsible for all aspects of her busy household, Eve Rodsky counted up all the unpaid, invisible work she was doing for her family—and then sent that list to her husband, asking for things to change. His response was...underwhelming. Rodsky realized that simply identifying the issue of unequal labor on the home front wasn't enough: She needed a solution to this universal problem. Her sanity, identity, career, and marriage depended on it. The result is Fair Play: a time- and anxiety-saving system that offers couples a completely new way to divvy up domestic responsibilities. Rodsky interviewed more than five hundred men and women from all walks of life to figure out what the invisible work in a family actually entails and how to get it all done efficiently. With 4 easy-to-follow rules, 100 household tasks, and a series of conversation starters for you and your partner, Fair Play helps you prioritize what's important to your family and who should take the lead on every chore, from laundry to homework to dinner. “Winning” this game means rebalancing your home life, reigniting your relationship with your significant other, and reclaiming your Unicorn Space—the time to develop the skills and passions that keep you interested and interesting. Stop drowning in to-dos and lose some of that invisible workload that's pulling you down. Are you ready to try Fair Play? Let's deal you in. |
| estate planning questions to ask attorney: Estate Planning for the Modern Family: A Georgian's Guide to Wills, Trusts, and Powers of Attorney John P. Farrell, 2018-07-16 Imagine the patriarch of the family is in his second marriage. He is retired from a business he currently owns and has several children. Imagine two of his children are grown, married, and from his first marriage. One of his children is a toddler and is from his second marriage. Also, imagine he is the stepfather to a child born to his second wife. Now, imagine his daughter runs the business he created and owns. She is married to a man who is a real estate agent and they have three children together. His son is in a same-sex marriage and he and his partner have adopted a daughter. Imagine from one man you have a second marriage, retiree, raising a toddler, stepson, married daughter, same-sex marriage, adoption, and grandchildren. Sounds like the makings of a good sitcom, doesn |
| estate planning questions to ask attorney: The Bogleheads' Guide to Investing Taylor Larimore, Mel Lindauer, Michael LeBoeuf, 2006-04-20 Within this easy-to-use, need-to-know, no-frills guide to building financial well-being is advice for long-term wealth creation and happiness, without all the worries and fuss of stock pickers and day traders. |
| estate planning questions to ask attorney: The 250 Estate Planning Questions Everyone Should Ask Lita Epstein, 2008-03-01 How can you provide a financially sound future for your loved ones while avoiding estate planning or even making a will, unsure about how to effectively plan for the disposition of your assets? Estate planning is essential—no matter how much money or property you intend to leave to your heirs. In this handy Q&A guide, you’ll find answers to all of your questions about taxes, gifts, wills, will substitutes, and much more, including: What is a community property state? What are the disadvantages of intestacy? What is the fair market value of an estate? What is the generation-skipping transfer tax? With this book at your side, you can use the estate and tax laws and options to make sure you’ve made the best allotment of your property. And when you’ve done that, you can face the future with confidence, knowing your heirs and family are provided for. |
| estate planning questions to ask attorney: Estate Planning for Blended Families Richard E. Barnes, 2009 Targeting parents in second marriages who want to provide for their current spouse and their children from both marriages, the author provides sample estate plans and covers such topics as estate and gift taxes in a second marriage, choosing executors and trustees, the latest federal and state laws, and much more. 15,000 first printing. Original. |
| estate planning questions to ask attorney: Model Rules of Professional Conduct American Bar Association. House of Delegates, Center for Professional Responsibility (American Bar Association), 2007 The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts. |
| estate planning questions to ask attorney: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| estate planning questions to ask attorney: Planning an Estate Sheryl Garrett, 2006 Advises readers on the process of selecting an executor, writing a will, setting up a trust, and ensuring that life insurance is structured properly--Amazon. |
| estate planning questions to ask attorney: The Family Nest Egg Laura Meier, 2021-01-19 Learn how to earn and save more money while protecting your finances and your family. Wouldn’t it be great if life were perfect, or just predictable? Recent times have been anything but. With rising rents, expensive mortgages, student loans, debts, and dreams deferred, most of us parents found our lives far from perfect or predictable even before the global pandemic and economic turmoil. But with the right guidance and actionable advice, we can get ourselves closer―taking back our future, building wealth, and protecting our families against the worst unforeseen events. In The Family Nest Egg, estate planning attorney and parent Laura Meier provides a breakthrough program of inspiring real-life stories and time-tested legal, financial, and practical tips to move our families from stress to success and security. Let’s get planning. • Build Your IF LIFE WERE PERFECT Vision • Follow the 21-Day Family Nest Egg Plan • Follow the Three Ps for Prosperity • Engage in a Budgeting P.E.A.C.E. Process • Invest, Build Wealth, and Fund Life Milestones • Create Your Family Emergency Fund • Find the Right Insurance and Asset Protection • Learn About Wills and Trusts • Build a Team of S.T.A.R. Financial and Estate Advisers “Laura Meier’s The Family Nest Egg gives parents the tools they need to find confidence, stop worrying, and secure the financial future for their loved ones. . . . A trustworthy resource.” —Barbara Corcoran, founder of the Corcoran Group and Shark on ABC’s Shark Tank |
| estate planning questions to ask attorney: Baby Boomers Guide to Trusts Harry Margolis, 2021-10 Trusts are the Swiss army knife of estate planning-they are versatile tools that can be used to achieve many different goals. But few non-professionals understand how they work. Written by elder law and estate planning expert Harry S. Margolis, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool answers the many questions trust grantors, beneficiaries and trustees have, including: - What distributions can you or must you make? - How is the trust taxed? - What fees may the trustee charge? - Who has a right to accounts? - How can a trust help you meet your tax, asset protection, and long-term care planning goals? Featuring practical advice and easy-to-follow examples gleaned from the author's 30-plus years of experience in elder law and estate planning and questions posed by consumers on his website, AskHarry.info, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool will help you know when to use a trust in your estate planning, how to manage it as trustees, and your rights as a beneficiary. |
| estate planning questions to ask attorney: Not Dead Yet Eric Matlin, 2016-03-01 The text of not dead yet is as detailed as it needsto be and as concise as it can be. In order to minimize the boredom factor inherent in any book ever written on estate planning, the 24 chapters are interwovenwith a graphic novel story featuring a hero, estate planning nightmares, a disruption of the time-spacecontinuum, the hero's estate planning epiphany and a happily-ever-after ending. |
| estate planning questions to ask attorney: Ettinger on Elder Law Estate Planning Michael Ettinger, 2010 Elder Law Estate Planning is a niche area of law which combines the features of elder law and estate planning that pertain most to the needs of the middle class. In 1991, AARP published a Consumer Report on Probate concluding that probate was a process to be avoided. That marked the end of traditional will planning and started the living trust revolution. Since then, millions of people have set up trusts to: * Save time and money in settling the estate * Avoid legal guardianship if they become disabled * Avoid having their personal and financial matters made public * Reduce the chance of a will contest * Keep control in the family and out of the court system By 1990, the field of elder law also emerged to help people navigate the increased complexity of state Medicaid rules and regulations, the soaring costs of nursing home stays, and the fact that people were living considerably longer. Elder law and estate planning continue to grow independently of each other, sometimes to the detriment of clients. Estate planning lawyers are of little value when the estate plan to avoid probate fails to prevent a nursing home stay consuming all of the assets, because the lawyer is unfamiliar with elder law. On the other hand, elder law attorneys often protect assets but overlook basic estate planning issues such as saving taxes and keeping assets in the blood. The practice of Elder Law Estate Planning means: * Getting your assets to your heirs, in the best possible way, with least amount of taxes and legal fees * Keeping those assets in the blood for your grandchildren, and * Protecting your assets from the costs of long-term care and qualifying for government benefits available to pay for care. Middle class clients today need an elder law estate planning attorney to address their estate planning needs as well as to help with long-term care, disability and Medicaid issues as they arise. |
| estate planning questions to ask attorney: Taxation and Estate Planning Maurice C. Cullity, Catherine A. Brown, Robert E. Forbes, 1984 |
| estate planning questions to ask attorney: Savvy Estate Planning James L. Cunningham Jr., 2017-09-19 Too many people make the wrong choices when it comes to estate planning. If it's not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from others' mistakes and be prepared before speaking to a lawyer about your future. In this no-nonsense guide, attorney James L. Cunningham, Jr. shows how to avoid the top-ten mistakes that could damage your financial succession, family, heirs, and legacy. You'll get the unvarnished picture on probate, living trusts, living wills, powers of attorney, conservators, and guardians, as well as disability and incapacity planning and how to find the right attorney for you. There's even a checklist to guide you on what issues to discuss with them. Savvy Estate Planning provides the essentials you need to know about estate planning. The only mistake you could make now would be to ignore it. |
| estate planning questions to ask attorney: Texas Estate Planning Dianne Reis, 2005-02 Texas Estate Planning. |
| estate planning questions to ask attorney: The Living Trust Revolution Robert A. Esperti, Renno L. Peterson, 1992 Robert A. Esperti and Renno L. Peterson taught Americans how to properly plan for themselves, their spouses, their children, their grandchildren, and charities in their landmark book, Loving Trust. In this new book, The Living Trust Revolution, they offer a point-by-point comparison of wills and living trusts that debunks the commonly held beliefs that wills better serve average Americans and that they can reasonably accommodate their estate planning needs. There are shocking deficiencies in the American legal system's approach to estate planning; The Living Trust Revolution exposes them and tells readers what they can do now to avoid problems - and probate - later on. The Living Trust Revolution is written in clear, straightforward language and specifically addresses the anxieties most of us have about protecting ourselves, our assets, and our loved ones from unreasonable fees, red tape, and putting ourselves under the control of nonfamily members. Authoritative and deeply reassuring, The Living Trust Revolution empowers readers to care for their loved ones now - and keep on caring for them in the future - with new confidence.--BOOK JACKET.Title Summary field provided by Blackwell North America, Inc. All Rights Reserved |
| estate planning questions to ask attorney: Trial and Heirs Andrew W. Mayoras, Danielle B. Mayoras, 2012-11-01 NEWLY UPDATED 2ND EDITION! The highly-publicized estate battles of celebrities cast a bright spotlight on the importance of having the proper estate planning. You'll have a front row seat in the courtroom while Trial and Heirs: Famous Fortune Fights! replays the tabloid drama and points out what went wrong in these riveting cases. Legacy Expert Attorneys Andrew W. Mayoras and Danielle B. Mayoras are your guides - with research and court records in one hand, and juicy celebrity stories in the other. These include Michael Jackson, Whitney Houston, Princess Di, Anna Nicole Smith, Heath Ledger, Ray Charles, Jimi Hendrix, Frank Sinatra, Martin Luther King Jr., Brooke Astor, Rosa Parks... and many others! This easy-to-follow guide is complete with Tips to Avoid a Family Fight and Ideas to Spark Family Discussion. The tips alone could save you thousands (or more!) in legal fees. Discover how to steer clear of the same celebrity estate errors as you protect yourself and your heirs. |
| estate planning questions to ask attorney: The Mom's Guide to Wills & Estate Planning Liza Hanks, Liza Weiman Hanks, 2009 Presents a comprehensive guide on understanding and preparing wills and trusts for parents of young children, describing the process of selecting a guardian, buying life insurance, designating powers of attorney, and choosing beneficiaries. |
| estate planning questions to ask attorney: Financial Peace Dave Ramsey, 2002-01-01 Dave Ramsey explains those scriptural guidelines for handling money. |
| estate planning questions to ask attorney: Individual retirement arrangements (IRAs) United States. Internal Revenue Service, 1990 |
| estate planning questions to ask attorney: Estate Planning at the Movies Keith Schiller, 2014 |
| estate planning questions to ask attorney: Getting Your Affairs in Order , 1988 |
| estate planning questions to ask attorney: Legal Assistance United States. Department of the Army, 1995 |
| estate planning questions to ask attorney: Estate Planning for the Savvy Client Mary L. Barrow, 2017 Do you want to make sure that the money you spend on estate planning is money well spent?Do you have questions about estate planning, probate, wills and trusts but don't know where to start?Or do you have an estate plan but still have unanswered questions?Would you like to be well-informed and confident before you consult a prospective attorney, or before you meet with your current attorney?With this book you'll discover:what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goalshow to decide if you really need a will, revocable living trust, power of attorney, or any of the other options availablehow to choose the right attorney to help you plan your estatehow to make the most of the time spent with your attorney by having the knowledge and confidence to ask the right questionsSit down with this guide from an experienced, ivy-league-educated estate planning attorney as she answers these and other questions for you in a practical, easy-to-understand way, just as she has done for her clients and students. This book will tell you what you need to know before you meet with your attorney or prospective attorney.The Savvy Client is you! |
| estate planning questions to ask attorney: Book of Estate Planning Questions and Answers Albert C. Todd, III, 2004-07 Writing in a question-and-answer format, Todd includes questions most frequently asked by clients during the course of his more than twenty-seven years of estate planning practice. Attorneys will benefit by providing the book as a reference for clients, while laypeople can use it as a preparation guide when seeking assistance from an estate planning lawyer. |
| estate planning questions to ask attorney: Guiding Those Left Behind in Indiana Amelia E. Pohl, Charles E. Murphy, Randall K. Craig, 2006 |
| estate planning questions to ask attorney: Estate Planning for the Savvy Client Mary L. Barrow, 2017-03-17 With this book you'll discover: what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goals, how to decide if you really need a will, revocable living trust, power of attorney, or any of the other options available, how to choose the right attorney to help you plan your estate. It will tell you what you need to know before you meet with your attorney or prospective attorney. |
| estate planning questions to ask attorney: Asset Protection Strategies Alexander A. Bove (Jr.), Melissa Langa, 2005 |
| estate planning questions to ask attorney: Planning for Disability Robert B. Fleming, Rebecca C. Morgan, 2024 ... addresses planning for disability from two perspectives: when the client is planning for the client's own disability or incapacity, and when the client is planning for the disability or incapacity of a family member. The Detailed Analysis discusses the various planning options available, based on whether the client is planning for the client's own disability or incapacity or for that of a family member--Portfolio description (Page (iii)). |
| estate planning questions to ask attorney: Every Californian's Guide To Estate Planning Liza W. Hanks, 2024-01-30 Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more. |
| estate planning questions to ask attorney: Nolo's Guide to Estate Planning Liza Hanks, 2024-11-01 Protect your family with solid estate planning Estate planning sounds difficult—but most people just need a few basic documents. Let Nolo's Guide to Estate Planning show you how to protect your loved ones from legal hassles and financial uncertainty after your death. Learn about: wills and living trusts avoiding probate bypass (AB) trusts leaving property to children and naming guardians estate, gift, and inheritance taxes strategies for business owners health care directives, and financial powers of attorney. Nolo’s Guide to Estate Planning replaces Nolo’s long-standing bestseller Plan Your Estate and is completely updated and refreshed for today’s reader. Applies in all U.S. states except Louisiana. |
| estate planning questions to ask attorney: Lifeguard Your Legacy Heidi J Thompson, 2020-02-19 Navigate the unfamiliar waters of Estate Planning This blog-style book is the must-read guide for every Arizonian who wants to leave their footprints in the sand. Your estate plan can help you: Avoid family conflict Keep control of your assets Make the right decisions now so the state doesn't make the wrong ones for you Protect your kids from creditors, lawsuits, and divorce Elude the expense and frustrations of probate Ensure that what you've worked for goes to those you love and the causes you believe make the world a better place |
| estate planning questions to ask attorney: The Solo Ager Estate Plan Anthony S Park, 2020-05-21 This is one of those books where one little line could save you loads of money. Money you didn't even know you could really lose until one of those court-appointed strangers arrives in the picture ✰✰✰✰✰ Amazon ReviewerThis easy-to-read Amazon-Bestseller guide answers all your questions about trust and estate essentials for single, childless seniors: Who are Solo Agers? Why Solo Agers need a different estate plan How the Solo Ager estate plan protects you, no just your heirs When are Solo Agers vulnerable? What is a court-appointed stranger, and why should you avoid them? How to secure your legacy Why you should always leave inheritance in trust funds How to choose the right trustee for your legacy When should you start your estate plan? What are the steps in the estate planning process? How much should estate planning cost? Readers love this book!I have worked as a legal secretary for a long time and know there are things that need to be done before something happens to you, and then of course, it is clearly out of your hands ✰✰✰✰✰ Amazon Reviewer I particularly enjoyed ... the many examples that explain what it would be like without a well thought-out estate plan vs. one with such a plan ✰✰✰✰✰ Amazon Reviewer I was shocked to learn just how ruthless the world can be when it comes to money. The book gives examples of how family, the government, and banks can take advantage of someone. ✰✰✰✰✰ Amazon Reviewer |
| estate planning questions to ask attorney: We The People's Guide to Estate Planning Ira Distenfield, Linda Distenfield, 2005-04-29 WE THE PEOPLE No lawyers. Save money. We The People is America's largest legal document services company. Dedicated to helping every American avoid the high cost of legal fees, We The People gives you the information you need to handle your own legal filings quickly, easily, and inexpensively. Hundreds of thousands of Americans have already liberated themselves from the tyranny of attorneys' fees--and now you can too! We The People's Guide to Estate Planning makes planning for your future as painless as possible--all without the added hassle of hiring a lawyer. This practical, nuts-and-bolts guide covers all the basics of do-it-yourself estate planning, and covers everything you need to know about living trusts, wills, probate, and estate taxes. Extra resources--a glossary of estate planning terminology; a section on frequently asked questions; samples of effective living trusts and a last will and testament; as well as worksheets and essential information on how to settle an estate--make this the best resource available for this important step in planning for the future. You'll have all the information you need to understand the legal language of a will or living trust and learn how to seek state-specific laws and customs so you can tailor your plans accordingly. In addition, you can download sample documents from which you can create your own. Inside, you'll learn all the basics and more: * Whether you need a living trust, a will, or both * Creating a valid last will and testament * Designating a successor trustee or executor to an estate * Deciding who gets what--and making sure they do * Setting up a living trust and funding it with assets * Understanding durable power of attorney documents and living wills * Tax-saving tips that help you leave more for your beneficiaries * Getting to know (in plain English) the legal language of your will or living trust * Where to download sample documents * Settling an estate with or without a valid will or living trust It's important to take care of the ones you love after you're gone. But if your estate planning isn't done clearly, precisely, and legally, you could end up creating more problems for your survivors than you solve. Do it right, do it inexpensively, and do it yourself--with We The People's Guide to Estate Planning. |
| estate planning questions to ask attorney: Estate Planning in Florida , 1996-01-01 |
| estate planning questions to ask attorney: Estate Planning for the Savvy Client Mary Barrow, 2017-02-15 Do you want to make sure that the money you spend on estate planning is money well spent? Do you have questions about estate planning, probate, wills and trusts but don't know where to start? Or do you have an estate plan but still have unanswered questions? Would you like to be well-informed and confident before you consult a prospective attorney, or before you meet with your current attorney? With this book you'll discover: what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goals how to decide if you really need a will, revocable living trust, power of attorney, or any of the other options available how to choose the right attorney to help you plan your estate how to make the most of the time spent with your attorney by having the knowledge and confidence to ask the right questions Sit down with this guide from an experienced, ivy-league-educated estate planning attorney as she answers these and other questions for you in a practical, easy-to-understnad way, just as she has done for her clients and students. This book will tell you what you need to know before you meet with your attorney or prospective attorney. The Savvy Client is You! |
How to Interview a Will and Trust Attorney - Suze Orman
Ask a prospective attorney the following questions, and be sure you get the following answers before going further. If you get another answer, you haven’t found the right attorney: How long …
Estate planning for 2022: Questions to ask your clients.
Dec 8, 2023 · below is a list of ten questions that every client should be asked to identify areas that need attention. The answers almost always lead to a 1 serious estate planning update. Do …
Financial Advisors Dirty Dozen Estate Planning Questions to …
Financial Advisors Dirty Dozen Estate Planning Questions to Ask Clients 1. Do you have a Revocable Living Trust to avoid probate and ensure disability planning? 2. Have you re-titled …
IMPORTANT QUESTIONS TO ASK EVERY ESTATE PLANNING …
I. WHY ASK QUESTIONS? A. Before proper estate planning documents can be drafted for your client, you must accumulate reasonably detailed information concerning your client’s personal …
10 COMMON ESTATE PLANNING QUESTIONS - Dutton Casey …
Nov 10, 2018 · 10 COMMON ESTATE PLANNING QUESTIONS 1. Why do I need a Will? A Will is a basic estate planning tool in which a person, the testator, states how he or she would like his …
ESTATE PLANNING CLIENT INTAKE FORM - kfischerlaw.com
Please complete this Estate Planning Client Intake Form to the best of your knowledge. I ask that you provide as much detail as possible so that I can accurately evaluate your situation and …
10 Questions to Ask Before Hiring an Estate Planning Lawyer
Sep 10, 2012 · To help you plan for the well‐being of your family, your life and your money, be sure to ask the following 10 questions before you engage an estate planning lawyer. 1. What is …
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The following questionnaire is designed to expedite our efforts to plan your estate. Whether you are a new or an established client, we have found this questionnaire extremely helpful, and …
Preparing for Your Meeting with an Estate Planning Attorney
A key resource for you during this estate planning process is an experienced estate planning attorney. He or she will meet with you to develop your plan and write a Will, trust and possibly …
Estate Planning Questions & Answers ©Hoffman, Sabban
Why do I need an estate plan? How much will my estate plan cost? We are giving you this set of Estate Planning Questions and Answers to answer many of the questions that clients often …
Evaluating Your Estate Plan: Estate Planning Attorneys: …
ask the attorney. 4. Questions for the Attorney: During this initial meeting, you should have some questions prepared to ask the attorney. These questions are intended to assist you in getting …
Questions to Ask about Estate Planning - Raymond James
Thinking about the future can be overwhelming, but estate planning is a powerful way to ensure your wishes are honored and your loved ones are protected- Call today to chat about your …
Confidential Estate Planning Questionnaire For Single Person
Since we began concentrating in estate planning in the fall of 1969, we have developed a general definition of estate planning which has proven to be appropriate as a starting point for almost …
12 Things to Ask Before Hiring an Estate Planning Lawyer
Apr 12, 2016 · These are the 12 things you should ask before engaging an estate planning lawyer to help you plan for the well-being of your money, your family and your life. 1.
ESTATE PLANNING QUESTIONNAIRE - Strohschein Law Group
ESTATE PLANNING QUESTIONNAIRE. We use this questionnaire to get a general understanding of your situation so that we can better advise you on your estate planning …
WHAT QUESTIONS SHOULD I ASK AN ELDER LAW ATTORNEY …
aw attorney. You can ask questions that come to mind, but you can also count on your atto. d extensively in the areas of living trust planning, Medicaid planning, and presenting public and …
Preparation for Wills/Estate Planning Interviews - American …
We explain that we can assist with estate planning, which can reduce or eliminate estate taxes, and the creation of trusts, which can offer spouses valuable financial protection.
ESTATE PLANNING INTAKE QUESTIONNAIRE - Cathy R. Cook
Estimated Value of Estate (including insurance and employment benefits): MISCELLANEOUS ASSET INFORMATION Are you currently a beneficiary of an estate or trust?
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THE INITIAL ESTATE PLANNING MEETING. Many of these documents may be optional. If you have questions, please call the attorney in advance to discuss them, or wait until after the …
ESTATE PLAN QUESTIONNAIRE - Gordon Fischer Law Firm
By obtaining separate attorneys, you would be able to: (1) share in confidence any secrets or private information with your attorney that may be important to the estate planning process; (2) …
How to Interview a Will and Trust Attorney - Suze Orman
Ask a prospective attorney the following questions, and be sure you get the following answers before going further. If you get another answer, you haven’t found the right attorney: How long …
Estate planning for 2022: Questions to ask your clients.
Dec 8, 2023 · below is a list of ten questions that every client should be asked to identify areas that need attention. The answers almost always lead to a 1 serious estate planning update. Do …
Financial Advisors Dirty Dozen Estate Planning Questions to …
Financial Advisors Dirty Dozen Estate Planning Questions to Ask Clients 1. Do you have a Revocable Living Trust to avoid probate and ensure disability planning? 2. Have you re-titled …
IMPORTANT QUESTIONS TO ASK EVERY ESTATE …
I. WHY ASK QUESTIONS? A. Before proper estate planning documents can be drafted for your client, you must accumulate reasonably detailed information concerning your client’s personal …
10 COMMON ESTATE PLANNING QUESTIONS - Dutton …
Nov 10, 2018 · 10 COMMON ESTATE PLANNING QUESTIONS 1. Why do I need a Will? A Will is a basic estate planning tool in which a person, the testator, states how he or she would like …
ESTATE PLANNING CLIENT INTAKE FORM - kfischerlaw.com
Please complete this Estate Planning Client Intake Form to the best of your knowledge. I ask that you provide as much detail as possible so that I can accurately evaluate your situation and …
10 Questions to Ask Before Hiring an Estate Planning Lawyer
Sep 10, 2012 · To help you plan for the well‐being of your family, your life and your money, be sure to ask the following 10 questions before you engage an estate planning lawyer. 1. What …
CONFIDENTIAL ESTATE PLANNING QUESTIONNAIRE
The following questionnaire is designed to expedite our efforts to plan your estate. Whether you are a new or an established client, we have found this questionnaire extremely helpful, and …
Preparing for Your Meeting with an Estate Planning Attorney
A key resource for you during this estate planning process is an experienced estate planning attorney. He or she will meet with you to develop your plan and write a Will, trust and possibly …
Estate Planning Questions & Answers ©Hoffman, Sabban
Why do I need an estate plan? How much will my estate plan cost? We are giving you this set of Estate Planning Questions and Answers to answer many of the questions that clients often …
Evaluating Your Estate Plan: Estate Planning Attorneys: …
ask the attorney. 4. Questions for the Attorney: During this initial meeting, you should have some questions prepared to ask the attorney. These questions are intended to assist you in getting …
Questions to Ask about Estate Planning - Raymond James
Thinking about the future can be overwhelming, but estate planning is a powerful way to ensure your wishes are honored and your loved ones are protected- Call today to chat about your …
Confidential Estate Planning Questionnaire For Single Person
Since we began concentrating in estate planning in the fall of 1969, we have developed a general definition of estate planning which has proven to be appropriate as a starting point for almost …
12 Things to Ask Before Hiring an Estate Planning Lawyer
Apr 12, 2016 · These are the 12 things you should ask before engaging an estate planning lawyer to help you plan for the well-being of your money, your family and your life. 1.
ESTATE PLANNING QUESTIONNAIRE - Strohschein Law Group
ESTATE PLANNING QUESTIONNAIRE. We use this questionnaire to get a general understanding of your situation so that we can better advise you on your estate planning …
WHAT QUESTIONS SHOULD I ASK AN ELDER LAW …
aw attorney. You can ask questions that come to mind, but you can also count on your atto. d extensively in the areas of living trust planning, Medicaid planning, and presenting public and …
Preparation for Wills/Estate Planning Interviews - American …
We explain that we can assist with estate planning, which can reduce or eliminate estate taxes, and the creation of trusts, which can offer spouses valuable financial protection.
ESTATE PLANNING INTAKE QUESTIONNAIRE - Cathy R. Cook
Estimated Value of Estate (including insurance and employment benefits): MISCELLANEOUS ASSET INFORMATION Are you currently a beneficiary of an estate or trust?
ESTATE PLANNING QUESTIONNAIRE - SCHAFER THOMAS …
THE INITIAL ESTATE PLANNING MEETING. Many of these documents may be optional. If you have questions, please call the attorney in advance to discuss them, or wait until after the …
