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Sweaters in the Suitcase – and your living trust document
Drafting thorough living trusts requires planning for contingencies and flexibility.
Category: Counseling, not Documents
Estate Planning: What’s in your tool box?
By David Edwards on Jun 24, 2009 in Counseling, not Documents, Leave a Legacy, Why use a Living Trust?, Wills and Trusts
What tools do you want to use?
Is this the first question that your contractor asks you when you decide to
hire him to build a house?
Or, if you’re car stops running and you take it to the mechanic
to be fixed, do you quiz him on which tools he plans to use in
repairing it?
When you need surgery [...]
Am I Your Type?
By David Edwards on Apr 23, 2009 in Counseling, not Documents, Getting the Job Done, How to Choose an Attorney, Wills and Trusts
There are 4 types of estate planning:
Do nothing. Let others sort it out later.
Do it yourself. Get a form and fill in the blanks. How hard can it be?
Use a document-driven attorney. Pay lots of money for a fancier form that someone else fills out for you.
Use a counseling-oriented attorney. Build a lifelong relationship [...]