GETTING TO KNOW YOU – ESTATE PLANNING PROCESS

GETTING TO KNOW YOU – ESTATE PLANNING PROCESS

By Tim Barkley. February 2016. In beginning the estate planning process, your estate planning attorney should begin by getting to know you. Planning is for people. It is not a technician’s exercise in efficiency, though it must be both effective and efficient. Planning is about you and your values, not about taxes or money or assets. Your assets, money, and tax situation should be aligned with your values, and not the other way around....

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