Obtain a checklist and ensure you have all documents and necessary paperwork available that your attorney needs to see, saving you both time.
These questions and answers allow you to make the most informed decisions for some of life’s most pressing matters. You are also able to ensure that loved ones are included in the planning process.
When making changes to your will or estate plan, your estate-planning attorney asks questions about the changes you wish to make.
Answering questions with the best possible answers gives your attorney the ability to direct your estate planning in a direction that you can feel confident about.
The estate-planning attorney you work with has an obligation to uphold all of your wishes in the event you cannot due to medical conditions or death. Do your research to find someone you trust.
Rules of Thumb: Make Tax Filing Easier
Many small business owners say they spend 80 hours on taxes each year.
The 4 Essential Legal Documents
Vital documents provide a playbook for the people in our life we rely on.
Keep important legal documents secured in a safe location.
Give the lawyer detailed information about your estate planning goals.
26 Types of Attorneys Who Can Help You
You want the person most qualified for your life or business.