I’m Meeting With an Estate Attorney… What Should I Know?

You get what you pay for, especially when it comes to free legal services. In this reaction to a Reddit thread, Jeff reviews options and opinions from attorneys when someone asks about what they should know before they meet with a “network attorney” paid for by his employer who is supposedly charging pennies on the dollar for a revocable trust plan. Warnings galore in this one, but also some solid advice on what to think about and where to find answers.

#reddit #estateplanning #trusts #revocabletrusts


Estate Planning Playlist: https://youtube.com/playlist?list=PLrrVKQBBVofrcWCdiJhvVyT-3FP9g4oc6
My Parents are Doing an Estate Plan… What Should I Know?: https://youtu.be/T4d87yPzncc

Estate Planning Playlist: https://youtube.com/playlist?list=PLrrVKQBBVofrcWCdiJhvVyT-3FP9g4oc6
Medicaid Planning Playlist: https://youtube.com/playlist?list=PLrrVKQBBVofo-p9kCyJoGnW8DNQ8Vd58K
Special Needs Estate Planning Playlist: https://youtube.com/playlist?list=PLrrVKQBBVofpebbVuL0dFey2ehaGy40Et
Professional Series Playlist: https://youtube.com/playlist?list=PLrrVKQBBVofoXPNgR_-6Nxdw08hdX0qih
Financial and Insurance Planning Playlist: https://youtube.com/playlist?list=PLrrVKQBBVofqPOeJ6HYqSmjoc6DXltsWl

Special Needs Planning Webinar. FREE WEBINAR. There are very few areas of estate planning more fraught with risk than trying to plan an inheritance for a special needs beneficiary… if you don’t know the basics. In this free webinar, I go through the myths, goals, and proper techniques in estate planning for a beneficiary with special needs. http://www.specialneedsplanningwebinar.com.

Trust Funding Webinar. FREE WEBINAR. It’s not enough to just have a revocable living trust and not ensure that your assets are coordinated with it to avoid probate. It’s like having the world’s best suitcase for your dream vacation, but failing to pack everything you need. In this webinar, I break down the biggest “trust funding fails” I have seen in my legal career. Trust funding doesn’t have to be a complicated mess when you know the basics and reasoning behind the different techniques. http://www.trustfundingwebinar.com.

Medicaid Planning Webinar. FREE WEBINAR. When it comes to Medicaid Planning, there is little room for mistakes and hardly no forgiveness for incorrect moves (at least without expensive court intervention). In this free webinar, I review the ten biggest Medicaid Planning mistakes people make. http://www.medicaidplanningwebinar.com.

In-Law Protection Planning. FREE WEBINAR. Unfortunately, not all marriages are “happily ever after,” and sometimes parents see red flags that their married children ignore. There’s not much parents can do in the marriage, nor do they want to, especially when there are grandchildren involved. But this doesn’t mean that you have to risk your hard earned fortune has to end up going to an in-law… or even possibly to their daughter-in-law’s next spouse and his children. http://www.inlawplanningwebinar.com.

Estate Crash Course. What is probate? What’s the difference between a Will and a Revocable Living Trust? What are the big decisions I need to make? There’s a lot of information, misinformation, and folk remedies out there, but I cut through all of that to explain the basics of estate planning in plain English, long before you step foot into the attorney’s office to work on your specific goals and objectives. http://www.estatecrashcourse.com.

VA Pension Crash Course. One of the least known, least utilized benefits available to senior veterans is the Veterans Pension Benefit. This course reviews the ins and outs of the benefit, who it is meant to help, and the all-important four big tests to qualify. http://www.vapensioncrashcourse.com.

The Six Keys to Successfully Planning Your Estate. Get organized in planning your estate through this FREE REPORT before you start spending hundreds of dollars an hour with an attorney. http://www.sixkeysreport.com

LinkedIn: https://www.linkedin.com/in/marsocci
Instagram: https://instagram.com/the_plain_english_attorney
Facebook: https://www.facebook.com/TheLawOfficesofJeffreyGMarsocci
YouTube: https://www.youtube.com/user/nclawyer
Blog: https://plainenglishattorney.com/blog
Podcast RSS Feed: https://app.kajabi.com/podcasts/2147498518/feed
Be the first to comment