This article will explore questions that many clients have failed to contemplate or made a decision regarding prior to their initial planning consultation. Often the questions presented below elicit the “I never thought of that” response. Not all of these questions will apply to everyone. Fortunately, the disaster-type scenarios almost never occur. Problems with family
I prefer not to overburden a prospective estate planning client with unnecessary homework prior to our initial meeting. Procrastination is the biggest obstacle to planning. My approach is to avoid providing an additional obstacle to getting the process started. So how much preparation is necessary to make the meeting productive for all of the participants.
I know some excellent plumbers and electricians that work in the area where I live. I occasionally use their services. But I almost always try to do it myself first. I am usually very careful before I start a project by first reviewing videos on YouTube or reading a how to manual. Many suppliers of