From simple transactions to complicated, consequential and expensive matters like legal work, a strong bond between the client and the service provider can only be achieve when both parties understand the other’s desired expectations and exhibit a mutual respect for one another.
Planning for our passing or a loved one passing is the best thing that one can do for their loved ones. You can save them from further grief and trouble by putting things in order now. Let them focus on you when the time comes, not on banks and bills and bickering.
A client approached me last week for help with a Trust. The first problem, before I even read the document, was that he didn’t have the document. This has happened a number of times before, and - as you might imagine - it's a problem.
When you write a will, or a trust, or any other document where you're naming beneficiaries who will receive any of your assets after death, keep it to yourself. It's your private information and it's nobody's business but yours.
Misfortune can happen at any time, and it's much better to have your wishes stated in an actionable legal form than not to.
I'm accustomed to the challenges of being an estate lawyer. But I'm not accustomed to the challenges of being a client! Rewriting my own will after a long time, I was surprised at some of the issues I encountered.
Many websites advising on what to think about when divorcing say you should be sure to change your will once it's all over. That's good advice, but it doesn't go far enough.
