Estate Planning: what to know when working with a client
A critically
important means to create peace of mind for clients with solid estate plans is the process of fact-finding. Attorneys cannot
really get started on drafting what a person needs until we know first exactly what is needed, what the client wants, and
why. Realistically, we cannot engage in a meaningful discussion with a client without answers to these and related questions
... I'll be speaking about this and related topics to attorneys at a legal seminar in northeast Indiana on December 14 at
the Fort Wayne Marriott.