Questions to ask when creating an estate plan

It is all too often that clients go in to these meetings "blind" and don't ask the right questions. Ideally, the advisor would be involved in the conversation, but that doesn't always happen. A list of questions to think about prior/questions to ask the Estate Planning Attorney would be very helpful.

Planned Suggested by: Austin Lastinger Upvoted: 06 Oct Comments: 29

Comments: 29

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