Orientation Topics

Topics to be covered at an upcoming New Client Orientation Program include:

How to transfer your financial wealth and "life wisdom" to future generations
What to consider before meeting and selecting an estate planning attorney
Why most living trusts do not work and how to assure your trust meets your goals
How to leave assets to your loved ones protected against divorces and creditors
How legal fees are determined and strategies to reduce your overall costs by 50%
How to plan for "special needs" children
Probate�what is it, why does everyone want to avoid it?
What is the real cost of Probate?
Why are many Powers of Attorney not accepted by financial institutions?
What is Trust Funding and why is it essential to the success of my living trust?
Why should I have professional counselling on how to fund my living trust?
The Estate Planning Process�who do you meet with and how to prepare?
Changes in Estate Taxes�are they really gone forever?
Counselling versus Word Processing�what are you really paying for?
How to make life easier on your loved ones during troubling times
Do your children know what to do at the right time?
Why many Living Trusts do not avoid probate?
How to store legal documents so they are accessible when they are needed
How often should I update my estate plan?
What is the real cost of an outdated estate plan?