Getting Ready for Your Appointment With the Lawyer
JULY 20, 2015 VOLUME 22 NUMBER 26 It was really hard to find the right estate planning attorney, but you’re confident you’ve made a good choice (and we’re glad it’s us). You’ve made the first appointment — it’s set for two weeks from today. You’ve gotten the questionnaire from the lawyer’s office, and it looks […]
The Myth of the Simple Will
JUNE 15, 2015 VOLUME 22 NUMBER 22 “I don’t want anything complicated,” said our new client. “I just want a simple will.” For almost four decades, we’ve been waiting for the client who wants a complicated will. We’re still waiting. We hear the “I only want a simple will” request often. What clients really mean, […]
Why Do I Have To Complete That Darned Questionnaire?
MAY 31, 2010 VOLUME 17, NUMBER 18 You have made your appointment to discuss estate planning. Our office has sent you a reminder letter, an explanation of what will happen when you get here, a map with parking instructions — and an 8-page questionnaire, asking for all sorts of details about your family, your assets […]