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Some people go see an estate planning attorney knowing that they "need to do something." But those same people often admit that they don't know enough to ask the right questions.
This post should help those people know what to expect when having that all-important first conversation with a potential estate attorney.
There are certain topics that are part of every estate planning conversation: Who gets your assets when you die? Who will you designate to handle that distribution? Who will handle your money when you become incapable? Who will make your medical decisions when you can't make your own. Do you want to make your declaration regarding life-sustaining procedures?
As the conversation goes to the next level, there will be discussions about: Do your heirs need management of their inheritance? Does your "middle class" estate need to be protected from long term care expenses? How can your estate be arranged to minimize the tax effect? Does there need to be a discussion about protecting your children's inheritance from their past, present, or future divorces?
For prospective law firm clients who want to schedule a free 15 minute initial phone call with Paul Rabalais, go to:
This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Rabalais Estate Planning, LLC, through this site does not form an attorney/client relationship.
Paul Rabalais
Estate Planning Attorney
www.RabalaisEstatePlanning.com
Phone: (225) 329-2450
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By: America's Estate Planning Lawyers
Title: The Nitwit’s Guide To Working With An Estate Planning Attorney
Sourced From: www.youtube.com/watch?v=NQLbT-wM4vc
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