Following are some of the most frequent questions we receive regarding our Estate Planning Services.
What is your experience in Estate Planning?
What types of basic Estate Planning scenarios have you solved?
What types of special Estate Planning scenarios have you solved?
What is your training? Do you have a degree in Estate Planning?
What is your experience in Estate Planning?
I have visited with hundreds of families over the last 20 years. Each family is unique, but all share common goals. With each and every Estate Planning scenario, we have helped these families achieve an appropriate and effective Estate Plan. Over the years I have been fortunate to experience virtually every possible Estate Plan scenario. Consequently, I have acquired the knowledge and experience to solve any Estate Planning Problem I encounter.
What types of basic Estate Planning scenarios have you solved?
Everyone needs to avoid probate by having the necessary protection of rights under the law to maintain control of their estate without court interference. Most estate issues can be solved without a trust, but if you need one, I can provide that protection as well. At a minimum, everyone needs a Financial Power of Attorney and Health Care Power of Attorney, a Living Will, HIPAA overrides, an Intent to Return Home, and a Last Will & Testament.
What types of special Estate Planning scenarios have you solved?
I can help you avoid probate in every state and on every asset. If you want to distribute your estate to your heirs over time, or based on conditions, we can help too. If you are in a second marriage, have co-mingled funds, but want your portion to be distributed to your heirs alone, I can help. If you have a loved one in long-term care, I can help you qualify for financial assistance. If you want to make sure your children’s spouses are not included in inheritance, or want to provide for a child or grandchild with special needs, I can facilitate that as well.
What is your training? Do you have a degree in Estate Planning?
My training is based on years devoted to acquiring the knowledge and experience to become an effective Estate Planning consultant. I both Business and Economics degrees, colleges do not provide a degree program for Estate Planning. I do, however, attend continuing education courses and seminars all over the country. These forums focus on current Estate Planning issues and they are taught by foremost experts in their specific fields. Our education includes: Accounting, Tax Law, Insurance, Legal, Nursing Home Care, Mortgage, Federal and State Law, and more.
