![]() I usually meet clients in my office, but I’ve also met folks at coffee shops, restaurants, hospitals, and their houses. In the free, one-hour consultation, we’ll talk about your estate plan questionnaire you completed. Once your estate plan questionnaire is complete, we’ll meet for a free one-hour consultation. Then, I can see from your responses what you might want and need. You can gather your own individual important and relevant information, all in one place, and think through decisions you’ll need to make when building your estate plan. This is why filling out my estate plan questionnaire is such a great first step. ![]() Estate plans – their terms, coverages, ins and outs – depend on a myriad of individual circumstances and indeed preferences. There is no such thing as a “one-size-fits-all” estate plan. “Do you need a revocable living trust? Or would a simple will package be enough?” To which I say, relax. Looking at the different options, you may be confused as to which estate plan package is right for you. How Much Does an Estate Plan Cost in Iowa? Rates Should be Transparent! My own fees couldn’t be more obvious, as seen here from this rate sheet. No matter who you hire to draft or update your estate plan, make sure they’re completely up front with you about what it will cost. People thinking about completing an estate plan are often, quite understandably, concerned about its cost. This information includes contact information about your family and your professional advisors, assets, family, and specific property items. The estate plan questionnaire collects essential information needed to craft a quality estate plan. If filling it out on a computer, tablet, or smartphone, remember to “save” often and regularly. You can print off my estate plan questionnaire and either fill it out by hand, or type in your information digitally. It’s completely free, with no obligation. That’s really all there is to it.Ī great place for you to start is by filling out my free estate plan questionnaire. About once a year we revisit your estate plan to ensure it’s aligned with your life changes.Once you are sure the estate planning documents are perfect, we sign the documents.Based on the information you provided me, and our discussion, I draw up drafts of your estate planning documents.We meet for a free one-hour consultation and discuss your completed estate plan questionnaire.You download and fill out my free estate plan questionnaire.I’m always sure to inform potential clients of my five-step process: I’m upfront and open about my process of developing clients’ estate plans. I work with my clients from a place of complete honesty and transparency. With that settled, let’s discuss the five-step process of how I can craft your very own, individualized estate plan. You need more than a will you need an estate plan. Your will is just one of those documents, albeit a very important one. While these two terms are (mistakenly) used interchangeably all the time, they are quite different.Īn estate plan consists of several legal documents to prepare for your death or disability. Remember a will is NOT the same as an estate plan. ![]() Estate Plan, Not Just a Willīefore I discuss the five easy steps, let’s get our terminology straight. ![]() So, an estate plan is clearly critically important, but where to start? Keep reading for an easy five-step guide to get you where you need to go. Forbes reminds us that, “Plain and simple, estate planning helps protect your family in the event that something bad happens to you.” Fidelity cautions that too often estate planning is a neglected, but important, part of overall financial planning. News & World Report notes both the financial and emotional pain inflicted on loved ones when folks fail to plan. Fox Business emphasizes the critical importance of an estate plan, adding, “ou don’t have to be rich to plan for your death.” U.S. So would these other celebrities who died without a plan. Following the brutal infighting over his estate, Prince would probably tell you to make an estate plan. If I haven’t yet fully convinced you that you need an estate plan, consider many other reputable sources.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |