Monday, January 23, 2012
- Listen to your goals and desires and incorporate them into your plan.
- Offer advice, not just words on paper.
- Help with referrals to other trusted professionals.
- Make sure that the documents are properly executed.
- Make sure that any trusts are properly funded.
- Make sure that beneficiary designations are properly completed.
- Makes sure that accounts and real estate are properly titled.
- Help with managing assets of incapacitated family members.
- Help with probate and trust administration.
- Help with income, gift and estate tax matters.
- Help ensure governmental benefits for disabled or incapacitated family members.
- Serve as an advocate in dealing with financial institution and governmental bodies.
- Care about you and your family!
Gregg Herman-Giddens, Why Lawyers vs. The Internet -- A Baker's Dozen, North Carolina Estate Planning Blog, Jan. 13, 2012.