A question I get frequently from estate planning clients, [...]
“Give me a lever long enough and a fulcrum [...]
By Grace Kim, Intern You’ve spent your entire life accumulating hard earned assets, and now it’s time to protect them. If your first step was to begin to establish an estate plan, you’ve taken an extremely important first step. However, attempting to set up a legal estate plan alone or even worse with the help of a less-than-stellar attorney can be frustrating, confusing and complicated. However, it doesn’t need to be! The right attorney can make the process easy and seamless. If you are armed with the help of the right attorney, there are really only four questions to be concerned with.
One of the best national estate planning conferences I attend every year is The Estate Plan’s Advanced Institute, and this year the topic I was presenting was a difficult one. I had the honor of handling the lead-off spot at 9 am PST on a Monday morning, and I was reviewing the 222 provisions contained in a good married couple’s revocable living trust. To be honest, I was envisioning myself standing in front of a crowd of sleeping attorneys, advisors and accountants and reading from a trust like I was reading from a dictionary.