Starting the Planning Process

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.