Questions to Ask Before Hiring an Estate Planning Attorney
Apr 22, 2010
Can you structure my estate plan so that whatever I leave to my kids or spouse will be protected from creditors (a lawsuit against them) or predato Most estate plans are not designed to provide any p...
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Questions to Ask Before Hiring an Estate Planning Attorney (Part 1)
Feb 05, 2010
Please tell me about your training and experience in the estate planning field. What percentage of your practice is in estate planning? There are specialists in law just as there are specialists in m...
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Questions to Ask Before Hiring an Estate Planning Attorney (2)
Feb 05, 2010
What is your process for working with me to assure that my plan works? Do you have a continuing process that goes beyond merely producin Estate plans don’t work by accident! You need an attorney who...
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What Is Estate Planning?
Jan 06, 2010
Meeting Estate Planning Expectations In our experience, most estate plans just don’t work. What does it mean for an estate plan to “work?” Our definition of a plan that “works” is a plan that meets t...
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Purposeful Trusts: Trusts with a Personality
Jan 06, 2010
What is a Purposeful Trust? This cutting-edge estate planning tool captures the actual voice and vision of the client in the text of the trust. Rather than just dry and impersonal legal instructions,...
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Planning for Mental Disability with a Trust
Jan 06, 2010
Mental Disabilty Planning Often Not a Goal of Estate Planning Many attorneys seem to assume that the primary goals of estate planning are to avoid probate and to avoid estate taxes. That's the messag...
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