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Daily Archives: September 29, 2019

September roundup

September Roundup: Watchdogs, Wealth Tax, and More

NewsletterBy Jacquelyne MingleSeptember 29, 2019

October is just around the corner, which means it’s time for our end-of-the-month collection of elder law news items. Some of the September roundup items challenge conventional assumptions about watchdogs, death at home, wealth taxes, and obituaries: Do Watchdog Agencies Protect Us? Many believe that if you lodge a complaint with a state agency about…

The Client's Perspective

The Client’s Perspective: Initial Estate Planning Interview

podcastsBy Robert FlemingSeptember 29, 2019

From the client’s perspective, the initial estate planning interview might seem unsettling, confusing — even a little bit frightening. How often, after all, do you settle in for a long discussion about mortality, disability and family dynamics? Our job (well, one of our jobs) is to make the interview helpful, productive and even relaxing. When…

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