How to Implement an Estate Planning Maintenance Program – NO KIDDING!

By: Vincent Bonazzoli, J.D.

Over the next several decades, trillions of dollars are expected to pass from one generation to the next. Unfortunately, failed and outdated estate plans will cause a significant percentage of those dollars to be unnecessarily diverted to lawyers, probate courts and the state and federal government in the form of higher than necessary fees, costs and estate taxes. As discussed in my previous article in October, most estate plans are out of date because the typical client will not come back and update their plan, even when prodded by their estate planning attorney.

The Estate Planning Doctor Is In: Where Are The Physicians?

By: Mark Monasky, MD, JD, FACS, FCLM.

INTRODUCTION:

Physicians are running scared. As a practicing neuro­surgeon for seventeen years, I have never seen such low morale among doctors. There exists a foreboding sense of gloom and helplessness among physicians regarding the future of medicine and their personal financial future. While this is true for many other segments of society as well, the physician has a unique perspective. It is important for estate planning attorneys to understand this perspective in order to break into the physician market and provide the needed treatment.