How to Interview Your Attorney
Stop nodding along to your attorney’s 'standard' suggestions.
Most estate planning feels like being railroaded into a template. But you are the architect of your wealth, not just a client. It's time to move from passive compliance to active design.
During your next legal review, ask these three 'Sound' questions:
- "Can we use a Springing power?" (To protect autonomy today).
- "Can we limit the scope to this specific asset?" (To preserve privacy).
- "How does this tool fit my specific life architecture?" (To reject generic forms).
Watch the full podcast episode for more details: https://youtu.be/QArxlnVAjMw
DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.