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Atricle Dump - Finding the Best Estate Planning Attorney for Your Family
If you have been in a job-search for very long at all, you have most likely read that employers do not read resumes, they scan them. Do you think a 30-second scan is ridiculous? When you consider how important filling a vacant position must be to an employer, that isn’t a very long amount of time, is it? Why wouldn’t an employer want to read EVERY resume to make sure they were hiring the right person for the job? Surely there is no way to properly get a feel for someone in 30 seconds. Well, think about it from a hiring manager’s point of view. The day starts at 7:00am with a bang – the phone rings, there are email messages to answer and a meeting with marketing at 8:00am to go over the recently vacated Brand Manager’s position. From there, a round of interviews for an opening in the executive suite for an Administrative Assistant have to be performed with little or no time to review the resumes prior to interviewing each candidate. Next thing you know, it is lunch time, but hey, there is no time for that since a meeting with Benefits Administrator is next on the schedule and the recent changes in the medical plan have caused a lot of headaches in trying to recruit new sales asso
•funding the education of offspring for several generations
•meeting philanthropic goals that will leave a legacy for your community
•preserving family history and stories that support the values you believe in
•continuing or divesting a family business
•caring for a surviving spouse regardless of circumstances
•and much more.
On a less positive, but equally i
A team culture is necessary for success. Working together effectively is not automatic. It takes a specific effort and the development of a culture that is supported by executive management. Shared experiences create unity and value. Knowledge transfer is essential for an organization to grow. Without knowledge transfer and the sharing of success it is difficult for the group to share any vision and work toward common goals.1. Create an intentional communication strategy. Your Management team must understand and support a common vision. This requires clarity. Clarity begins with effective communication. Make sure communication from your Management team reaches all employees.2. Do not set up intentional competition in the workplace. Try to insure that individual skill sets compliment one another rather than compete with one another. Spread the responsibility and authority around by alternating leaders for various tasks. Look for star potential and introduce coaching & mentoring as a skill set.3. Create team ownership in the decision making process but it’s not management by committee. Avoid group think by making sure that individuals express opinions openly without intimidation. Responsibility must be accompanied by authority and account
All successful estate planning is the result of several professions working together for the good of the client. However, professionals of one group sometimes have misconceptions of professionals belonging to other groups. For example, the financial advisor may see the estate planning attorney as little more than a document scrivener. But this is far from the truth.
Many attorneys who limit their practice to estate planning are values-based, relationship-driven, client-centered and counseling-oriented. And the good ones are willing to work together with other professionals on your behalf. They understand that thorough estate planning involves more than just legal advice. The key is to find those attorneys who meet this description.
So where do you find these rare creatures? How do you know if you’re dealing with the right kind of attorney? The right kind of attorney will have an orientation toward relationship-building and counseling rather than mere document preparation. The first thing he or she will offer is the ability to listen carefully to not only your goals – but also your hopes, dreams, and aspirations for yourself and your loved ones. The attorney will carry on a sensitive dialogue that will enable you to make clear your wishes to maintain control over your affairs, to be cared for properly in the event of a disability and to provide meaningfully for your loved ones after you are gone.
It’s About More Than Just Taxes
Any competent estate planning attorney can help you navigate the legal intricacies and tax laws that pertain to the passing of wealth. But the right kind of estate planning attorney will also be interested in your desire to pass along more than just money. He or she will ask about and explain how to accomplish such things as:
•funding the education of offspring for several generations
•meeting philanthropic goals that will leave a legacy for your community
•preserving family history and stories that support the values you believe in
•continuing or divesting a family business
•caring for a surviving spouse regardless of circumstances
•and much more.
On a less positive, but equally im
One of the biggest problems with Web sites is that the very first page on the site is turning people away.Why? Because most Web site owners talk about themselves instead of talking about their Web site visitor.You know what I mean. How often have you visited a Web site that starts off with the big bold heading "Welcome to XYX Company"?And it only goes downhill from there.The next paragraph says something like "XYZ Company has worked for 40 years in manufacturing, testing and selling ABC products to businesses around North America and the world. Blah blah blah ... who cares ... Yawn!"That sort of introduction is almost guaranteed to lose you business!But why is it so common? I think it's because people don't know what else to write!So in this article I'm going to give you a formula for writing compelling text on your home page.Here's the formula in a nutshell: BAD, WORSE, GOOD, HOW, YOU.Here's how it works ... Show them what's BAD in their business/life. Show them that it's WORSE than they thought. Show them how GOOD it could be. Show them HOW to fix it. Tell them how YOU can help. I'm going to expand on these in a minute. But first notice t
Many attorneys who limit their practice to estate planning are values-based, relationship-driven, client-centered and counseling-oriented. And the good ones are willing to work together with other professionals on your behalf. They understand that thorough estate planning involves more than just legal advice. The key is to find those attorneys who meet this description.
So where do you find these rare creatures? How do you know if you’re dealing with the right kind of attorney? The right kind of attorney will have an orientation toward relationship-building and counseling rather than mere document preparation. The first thing he or she will offer is the ability to listen carefully to not only your goals – but also your hopes, dreams, and aspirations for yourself and your loved ones. The attorney will carry on a sensitive dialogue that will enable you to make clear your wishes to maintain control over your affairs, to be cared for properly in the event of a disability and to provide meaningfully for your loved ones after you are gone.
It’s About More Than Just Taxes
Any competent estate planning attorney can help you navigate the legal intricacies and tax laws that pertain to the passing of wealth. But the right kind of estate planning attorney will also be interested in your desire to pass along more than just money. He or she will ask about and explain how to accomplish such things as:
•funding the education of offspring for several generations
•meeting philanthropic goals that will leave a legacy for your community
•preserving family history and stories that support the values you believe in
•continuing or divesting a family business
•caring for a surviving spouse regardless of circumstances
•and much more.
On a less positive, but equally i
The first thing I did before I ever exhibited at a trade show was learn everything I could about exhibiting. The one thing that stuck in my head was Time Management. One particular show comes to mind. There were thousands of attendees, but only a limited amount of potential buyers of my product. So, it was important for me to set a goal of getting as many qualified leads as I could, and then market to them after the show. Here’s what I did. I bought a putter, a portable putting green, 300 globe stress balls, and T-Shirts. I drew traffic by offering a free t-shirt to anyone who could make a putt. Now here was the kicker… They had to make the putt with a globe stress ball - not a golf ball! Trade shows are fun and most people enjoyed taking putts and watching others putt. It was always funny for the non golfers to see their golfer co-workers put on an even playing field. So here was the plan. While people were waiting their turn to putt, we made sure to ask them what they did, and if they ever bought promotional products. Now, everyone who made the putt got a free T-Shirt, but if we found out that they were not qualified and they missed the putt, we didn’t want to spend
So where do you find these rare creatures? How do you know if you’re dealing with the right kind of attorney? The right kind of attorney will have an orientation toward relationship-building and counseling rather than mere document preparation. The first thing he or she will offer is the ability to listen carefully to not only your goals – but also your hopes, dreams, and aspirations for yourself and your loved ones. The attorney will carry on a sensitive dialogue that will enable you to make clear your wishes to maintain control over your affairs, to be cared for properly in the event of a disability and to provide meaningfully for your loved ones after you are gone.
It’s About More Than Just Taxes
Any competent estate planning attorney can help you navigate the legal intricacies and tax laws that pertain to the passing of wealth. But the right kind of estate planning attorney will also be interested in your desire to pass along more than just money. He or she will ask about and explain how to accomplish such things as:
•funding the education of offspring for several generations
•meeting philanthropic goals that will leave a legacy for your community
•preserving family history and stories that support the values you believe in
•continuing or divesting a family business
•caring for a surviving spouse regardless of circumstances
•and much more.
On a less positive, but equally i
Analyzing your eBay transactions can be one of the best learning tools you can gain from your eBay listings.After you have taken the plunge and bought and sold some items on eBay, give yourself a BIG pat on the back. You did it! But did you notice how some steps in your listing went really well, and perhaps others did not?This is absolutely normal for a newbie! Don’t you love that term, newbie! It is the one time in your life that you can make all the mistakes you want, ask all the silly questions you need to, and nobody cares because you are a newbie!So you goofed up in a couple of aspects. Who cares? This is a learning experience for you, and the start of something big. Some patience is required here.You cannot become an auction pro right away. It takes some time to develop the required skills needed to boost your listings and your sales. It also takes experience and knowledge and every time you list something on eBay, you gain more or each.Listed below are 10 questions to ask yourself after each of your auctions in order to improve on future listings.1. Did my auction flow nicely?2. Did I have any problems?3. Was I receiving a ton of questions?4. Did I describe my item in enough deta
It’s About More Than Just Taxes
Any competent estate planning attorney can help you navigate the legal intricacies and tax laws that pertain to the passing of wealth. But the right kind of estate planning attorney will also be interested in your desire to pass along more than just money. He or she will ask about and explain how to accomplish such things as:
•funding the education of offspring for several generations
•meeting philanthropic goals that will leave a legacy for your community
•preserving family history and stories that support the values you believe in
•continuing or divesting a family business
•caring for a surviving spouse regardless of circumstances
•and much more.
On a less positive, but equally i
Why is it that some people struggle as newbie's for years whilst others just seem to be able to turn a profit within a couple of months?The difference could be down to the attitude of the newbie. A newbie will go to marketing forums and complain that they bought newbie guide x from marketer Y and have still to make any sales. The successful marketer purchased the same guide, and used the information to create a website and is now building a list and making affiliate commissions - can you see the newbie mistake?If you buy a product take the time to read it, and put it to use, eg. If you pay extra to get resale rights to a product make sure that you upload it onto your website! A classic newbie mistake is to pay the extra, realize that you don't know how to create payment buttons, panic, and leave the product gathering cyber dust on your hard drive.If the thought of uploading a resale right product scares you, then go to an internet marketing forum and ask for help. The experienced marketers will freely share the information you need. The process is very simple, and even if you still can't figure it out, then you should be able to outsource it for less than $50.Now that you have a product you need traffic to make sales. The newbie
•funding the education of offspring for several generations
•meeting philanthropic goals that will leave a legacy for your community
•preserving family history and stories that support the values you believe in
•continuing or divesting a family business
•caring for a surviving spouse regardless of circumstances
•and much more.
On a less positive, but equally important note, the right kind of attorney will ask about such things as:
•the complexities of the family relationships that may exist due to second marriage situations
•the special health needs of a grandchild
•the son or daughter-in-law who is not to be trusted
•the child or grandchild who is a spendthrift or suffers from substance abuse
Such in-depth counseling forms a strong foundation on which a long-term relationship is built. That relationship is important because an estate plan is not a transaction. Rather, it’s an ongoing process that should be reviewed from time to time throughout your life – and potentially survives through several generations. You may choose to involve your adult children in the planning process, and the right attorney will build a relationship with them as well.
An Interdisciplinary Approach
Another trait of the right kind of attorney is true commitment to the team approach in estate planning. A good estate planning attorney recognizes that every member of the planning team (including the investment advisor, the insurance professional and the CPA) is vital to the success of the plan. The right attorney will involve the other advisors in the long-term relationship you have to the degree that you are comfortable with that arrangement.
Legal documents are not enough. Even documents that have been drafted from in-depth counseling and are custom-designed to meet the unique needs of the client are not enough. Documents standing alone are like the proverbial automobile without fuel.
The documents’ instructions only apply to assets that are properly owned.
For example, a will only controls those things owned in the individual’s name—not jointly. The trust only controls those things owned by the trustee of the trust. An irrevocable life insurance trust works only if it is properly funded with a suitable insurance policy. Advanced entities require careful balancing of assets for maximum effec
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