What Questions Should I Ask My Estate Planning Attorney?

There are many of the same questions asked repeatedly about estate planning that can help you understand what you are getting yourself into. Preparing a list of questions for your estate planning professional was the old way of getting the information you needed. Now you can simply watch a video to gather the right insights and be informed before you meet with your estate attorney. Use the answers from the questions in this video as conversation ammunition when you meet with an estate planning professional.

What Type of Question Are Often Asked About Estate Planning

Knowing what the difference between a will and a trust will benefit you when engaging with an estate planning professional. That's just one example of how these insights can be a benefit to you. Do you know what the difference is between life insurance and traditional investing? Watch the video to find out the answer to questions like this and more. Below is a list of questions we cover in this video to simplify some of the more complex topics brought up by savers.

Topics Covered in This Video:

-1 Do I Need an Attorney to Help with My Estate Plan?
-2 Can I Change My Mind After I Set Up an Estate Plan?
-3 Do I Need an Estate Plan?
-4 How Do I Find a Good Estate-Planning Attorney?
-5 What’s the Difference Between a Will and a Trust?
-6 What Else Do I Need to Consider About Estate Planning?
-7 How to Store Your Estate-Planning Documents.
-8 How to Protect Your Business with an Estate Plan.
-9 Are There Tax Fees in an Estate Plan?
-10 What’s the Difference Between Life Insurance and Traditional Investing?
-11 What Do Savers Do with the Money They Have to Take Out?
-12 What Is a Living Benefit?
-13 How Does Elder Law Affect Estate Planning?
-14 Why Do I Need a Financial Power of Attorney in My Estate Plan?
-15 What’s a Fiduciary, and Why Should I Trust You?
-16 How to Prepare Funeral Expenses and Final Arrangements in My Estate Plan

How Does FundMax Help with Estate Planning?

FundMax is an educational resource. If you don’t feel like you have fully exploited us for all the knowledge and insights we offer, do some more research. We provide these insights through FundMax, a free retirement resource guide that helps people optimize their retirement funds and avoid regret by making sure they are “all set” for retirement. At FundMax, you can ask questions, watch videos and read some things. We encourage you to explore a lot of material on the site so you can get an idea of our style. You will likely get a lot of your questions answered. If you still want to talk to us; you’re welcome to contact us. We are happy to answer your questions.

This is a resource we have developed for you, for your benefit. Make no mistake, we are a thriving financial firm that makes money. We are a financial firm that takes new clients. But first and foremost, we consider ourselves a significant resource to the public…mostly people we will never need to meet. We believe in providing you with valuable information at no charge. We know it can be intimidating to ask someone for help, especially if you’re a do-it-yourselfer or if you feel like you’re all set. We are here for you as a resource, and we get a lot of clients as the indirect result.

Start Building Your Estate Plan Today

You are probably wondering, “What’s next? How do I turn this information into insights that can help me prepare my estate plan?”

You Can Further Explore Our Estate Planning Insights:

View our Estate Plan Index page. It's basically a road map to all of our most popular estate planning insights.

Related Links:

You can download our eBook 'The Ultimate Guide to Estate Planning'

This free educational ebook explains estate planning as simple and complete a possible.

New call-to-actionReady for a Financial Professional?

Okay, so you’re officially fired up about estate planning, but maybe you’re unsure about how to get started. No problem! We understand that all the information involved in estate planning can be a little intimidating at first.

  • Do you have questions, comments or suggestions after viewing our Estate Planning Guide? 
  • Would you like to video chat or talk on the phone to someone at FundMax before meeting with an attorney?
  • Would you like us to recommend an estate planning professional?

Referrals for Estate Planning 

If you’re looking for a referral from a tax or legal professional, we will refer people to you if we’re comfortable with them and if we and our other clients have had good experiences with them. We will not refer anyone to you if we are uncomfortable about doing so.

You might need us, but you might not. Maybe you came here and got all the information you need, and you are thinking, “I feel a little guilty because I got all this stuff from them and gave them nothing.” Well, share it. Send it to somebody else…or don’t. We are here for you. We are here for your benefit, so feel free to use all our materials to learn something new. We will be here, still serving you and giving you information.

If you have questions you would like to have answered that you think others might benefit from as well, contact us, and we will likely create a method to answer those questions as well. You are probably not the only one with that question. 

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