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I’m licensed in Louisiana, and I’ve worked with my estate planning law partner for more than 15 years. Together, we help clients in all states. I handle the planning process, my partner drafts the documents, and a local licensed attorney in your state reviews and approves them to make sure everything meets your state’s requirements.
00:00 Questions Your Estate Planning Attorney Better Ask
2:26 What Do You Want To Accomplish From an Estate Planning Perspective?
4:18 What's Your Family Tree?
5:35 What's Your Net Worth?
8:04 What Kind of Assets Make Up Your Estate?
9:36 What Happens After Both Spouses Die?
12:40 Do You Want To Carve Out Anything for Grandchildren?
14:36 Outright or In Trust?
19:20 Who Handles All of This After Both Spouses Die?
22:23 What Happens When the First Spouse Dies?
26:34 Who Handles Your Money If You Are Incapacitated?
29:17 Who Will Make Future Medical Treatment Decisions?
30:21 Do You Want To Make a Statement About Life Support Machines?
32:28 Will Plan or Trust Plan?
38:33 Is There Anything Important To You That Wasn't Discussed?
40:00 Q&A
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By: Paul Rabalais | Estate Planning Attorney
Title: The 14 Questions Your Estate Planning Attorney Must Ask
Sourced From: www.youtube.com/watch?v=2YPTy1uhEf8
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