Why is a Good Estate Planning Result so Hard to Achieve?- Why is a Good Estate Planning Result so Hard to Achieve? Prior Inheritance Experience Relations With Children/ InLaws/Descendants Attitude toward Wealth Download Full Chart Why is a Good Estate Planning Result so Hard to Achieve?
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 […]
Thirty-two Core Beliefs- Thirty-two Core Beliefs Holistic ways for practitioners to achieve a good estate-planning result By L. Paul Hood, Jr. At age 36, I was a cocksure lawyer who was confident that he’d seen it all and had all of the answers in estate planning. When challenged by an elderly client to start with my very best advice— the advice that […]