I get this question from some of my estate planning prospects … “All trusts are the same, right?”
Is it true?
Nope, not even close!
What kind of estate planning does your family need? Do you know if you really need a trust?
If you do, does your attorney understand how to make one that fits YOU?
There are many forms of trusts, and not all are created equal. Trusts are used for many purposes and serve different functions. They must be tailored to the unique situations that you and your family find themselves in. It is a huge benefit to work with an attorney who understands trusts.
Estate Planning Tailored to your family … Isn’t that what you’d expect?
Today, I got this request over a local listserv…
Would anyone be willing to share a Revocable Family Trust agreement with me?
I am drafting a trust for a husband and wife ….
I really am just hoping not to start from scratch.
Hmmm … do you really want this from your estate planning attorney?
It seems from this request that he (or she) is about to embark on building a trust for the client … but he might never have completed a trust before. What he or she creates will be a reflection of some “model” or “go by” document that might have NOTHING to do with the reality of the client’s needs. The attorney is certainly very skilled in his field, but apparently new to trusts.
Don’t make a mistake with your family, their future, and your money …
Be choosy … pick an attorney who will work to understand YOU and YOUR FAMILY.
Personally. Individually. And competently.
When you work with a Personal Family Lawyer, you get all that, and more.
Call us at 919-883-2800 to find out why we are different from most other attorneys.
Or click this link to find out more.
Do you have young children?
Then you also need to discover kids protection planning.
Don’t let poor planning cause a disaster for your kids!
Call us today! 919-883-2800
Or, schedule a phone call to discuss your needs and find out how to get a Life Pathways Planning Meeting for free (valued at $750). Click this link for more and to schedule your phone call.
Or, just book the LifePathways Planning Meeting your self right now!