One of the things that drives me nuts is when people don't take the time to check something out before they make a decision. For example, I can't tell you how many clients come in and tell me they know they want a Living Trust or that they "only need Simple Wills" or that "everybody knows that marital agreements don't work." When I ask what they know about the subject, usually the answer is pretty far from reality. Two elements get you where you need to go... an understanding of YOUR facts and the application of the law to them. You can help get a good to great result and to save money if you learn the basics. This investment pays off as you will quickly focus on solving your real issue and getting the result you want.
To help you in this process, here is a video I put together that I would encourage everyone to see BEFORE they go see their attorney about estate planning. Whether you hire me or someone else, please watch this 5 minute video and it will help open up some great questions that can get to the heart of the problem for you. Here it is...
So what did you think? Was it helpful? If you would be so kind, I would appreciate any comments you have - you can leave them below in the comment section. Thanks for watching (and learning). See you soon...
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