Thinking about estate planning? Ted Gudorf lays out exactly why your choice of attorney can make or break your plan. In this must-hear conversation, he shares eight pointed questions you need to ask every estate planning lawyer—from how they charge to how much experience they have. He also explains why setting up a trust is essential and why ongoing legal support isn’t optional—it’s critical.
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Takeaways
- Choosing the right estate planning attorney is critical.
- Ask the right questions before hiring an attorney.
- Board certified attorneys have exceptional knowledge.
- Understanding attorney fees is crucial for your budget.
- The estate planning process should feel like a partnership.
- Improper asset alignment is a common failure.
- Estate planning is an ongoing process, not a one-time event.
- Plan for long-term care needs in your estate plan.
- Experience in estate planning is invaluable.
- Trusts are essential for protecting your family.
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