I often have clients who are refferred to me for the purposes of Estate Planning and are curious about how the process works.  Many clients call my office about a Will or a Trust. Generally, the process involves an initial phone interview where I ask high level questions such as if the client is ...

Frequently, clients call me to set up a Living Trust.  When I ask about their goals, they mention that they would like to protect their assets from potential creditors. At that point, I explain in the nicest possible way so as not to insult their level of knowledge, that unfortunately Living Trus...