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F.A.Q.
Following are some of the most frequent questions we receive regarding
our Estate Planning Services.
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What is
your experience in Estate Planning?
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What types of basic Estate Planning scenarios have you solved?
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What types of special Estate Planning scenarios have you solved?
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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.
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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.
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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.
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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.
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