While the article is directed more for the attorney creating the estate plan, I thought this short article with its slideshow was a good read. I feel like the misconceptions mentioned within the article are more common than not – this article summarizes many of the reasons why it’s a good idea to touch base with an attorney to discuss your needs, family circumstances, and to strategize how best to achieve your estate planning goals.
WealthManagement.com Article:
http://www.wealthmanagement.com/estate-planning/five-myths-overcome-new-estate-planning-clients.
Mary S. Falk has devoted herself to providing her clients with the type of quality legal service she herself would seek from an attorney. Her focus on estate planning has stemmed from her firm belief in protecting her clients and their families from the devastating effects that often accompany disability and death. Mary received her Bachelor of Science in Special and Elementary School Education, and her Juris Doctor from Santa Clara University School of Law... Read More!
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