Questions to ask an estate planner!
1. What services do you provide as an estate planner?
2. How do you charge for your services?
3. Can you help with creating a will and a trust?
4. How do you ensure my estate plan remains up-to-date with changes in laws and personal circumstances?
5. What are the tax implications of my estate plan?
6. How can I protect my assets from potential creditors or lawsuits?
7. What strategies do you recommend for minimizing estate taxes?
8. How do you handle charitable donations in an estate plan?
9. Can you assist with healthcare directives and power of attorney documents?
10. What happens if I become incapacitated and unable to manage my own affairs?

The information provided on our website or at this seminar, online course, event, webinar or workshop is general in nature and is not personal financial product advice. Read Full Disclosure Here.