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Home » Estate Planning Articles » What You Should Know About Seminars on Wills & Living Trusts

What You Should Know About Seminars on Wills & Living Trusts

December 31, 2012 by John Potter

Compliments of Our Law Firm,
By: The American Academy of Estate Planning Attorneys

Avoid Information Overload

Estate planning is a complex topic, and it can involve abstract concepts that are only familiar to experienced estate planning attorneys. If you Google “estate planning,” “will” or “living trust,” you’ll likely be faced with information overload. You’ll have mountains of loosely related bits of information, but no real way to connect all the dots to form a clear picture of what you need or how to implement it.

That’s why an estate planning seminar presented by a licensed estate planning attorney can be an invaluable first step in the creation of an effective estate plan.

Talk to a Professional

A seminar is the perfect way for people seeking solid, reliable information to connect with friendly, helpful professionals. When you attend an estate planning seminar, you learn about state and federal estate planning and tax laws and how they apply to you and your family. The seminar will also provide you with the pros and cons of various planning options, so you can evaluate what is best for your family. You are also able to ask questions and make sure you understand all the topics covered in the presentation. The opportunity to evaluate the presenter’s demeanor, communication skills and depth of knowledge is another benefit.

At the end of the seminar, with your newly acquired knowledge, you should be in a position to make a decision and move forward with your planning. Additionally, you’ll know where to look if you need more information.

Choose a Licensed Attorney

Estate planning attorneys enjoy presenting seminars because they are able to share their knowledge while getting to know an audience full of people. This chance to interact is a perfect way for the attorney as well as the attendees to decide whether they are a good fit to work together on building an estate plan.

When you attend a seminar presented by a licensed estate planning attorney, you’ll enjoy some added benefits. Attorneys are bound by a code of ethics that helps to ensure they treat consumers fairly and do not pressure anyone to buy services they don’t need. This means that they are careful about how they present information.

You can also be sure you’ll get balanced, trustworthy facts. They do not represent a particular strategy or document as a one-size-fits-all solution to every estate planning need. Instead, the goal is to educate the public and help families and business owners:

  • Minimize their tax burden,
  • Protect themselves and their loved ones in the event of disability,
  • Protect their loved one’s inheritance from divorce, lawsuits and other claims,
  • Avoid unnecessary delays and complications when the time comes to pass on their estate, and
  • Leave a lasting legacy.

An estate planning seminar is an efficient and enjoyable way to interact with an estate planning attorney before deciding whether to work with him or her, while learning about a complicated topic that could have a major impact on your family’s future. It sure beats spending hours searching on your own and wondering whether the information you’ve found is reliable and applicable to your situation.

This doesn’t mean you should avoid doing your own research, or that you shouldn’t seek information from a variety of sources. Instead, it means that an estate planning seminar can be an effective way to make sure you understand all the relevant information and gain a clear picture of what you need to do to protect yourself and your family.

 

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Overall The Potter Firm was very professional. They took what could of been a very complicated process and were able to break it down so it was a lot easier to understand. We are confident we now have made the right decisions in our estate planning. Good firm to work with.

DKS & KMS Client Review August 28, 2020

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John Potter has been a real pleasure to work with. He is very knowledgeable and explains things in a very simplistic manner so the average person can understand how/why the laws are written. He is very attentive and asks questions in such a way that not only helps him understand your goals, but also helps you think about what type of goals and expectations you should be considering. Exemplary client service.

David J. Client Review August 28, 2020

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My husband and I selected Ms. Potter to assist with our small business. She responsive and attentive every time I have a question or need assistance, and is extremely knowledgeable and able to answer any legal question I have had. I know I can count on Ms. Potter for all of my business legal needs and I would highly recommend her to anyone needing legal assistance with such.

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