What You Need to Prepare for Your First Estate Planning Meeting December 20, 2017 Estate Planning Blog If you’ve started to think about estate planning, then you might be wondering how you should prepare for your first meeting with an attorney. Before meeting with clients, we send them a family history and financial summary worksheets to fill out before the meeting. This gives us a better idea of family structure, which helps us to think through asset transfer structuring. Here are a few questions that you might want to consider before your meeting:
Common Pitfalls of Wills Created Online December 1, 2017 Estate Planning Blog With the advent of Legal Zoom and other online legal services, it is undoubtedly tempting to try one of these services to do your estate planning. Creating an will online will be cheaper than hiring an attorney to draft a will for you. But, to copy an old adage, you get what you pay for. Just because it’s cheaper upfront, doesn’t mean it won’t prove more expensive in the long run when your heirs have to work with a defective document. Let's take look at a few of the potential pitfall with online wills.
What's the Difference Between Estate Planning and Drafting a Will? November 21, 2017 Estate Planning Blog Estate planning and drafting a will are two processes that go often hand in hand, but many people don't know the difference between the two or think they're interchangeable—which they're definitely not.
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