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Back to the School of Hard Knocks: Thoughts on the Initial Estate Planning Interview-Revisited

By L. Paul Hood, Jr., Esq.
Director of Planned Giving
The University of Toledo Foundation
Toledo, Ohio

The purpose of this article is to discuss the initial client interview in the estate planning process. Given the amount of estate planning that goes on in this country, the paucity of writing about the estate planning interview process is both scary and disconcerting. Since 2002, not much has changed on the writing front. The topic still is neglected, wrongfully so.

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By | 2018-03-08T09:17:31+00:00 March 2nd, 2018|L. Paul Hood, Jr.|