Ray Hrdlicka – Host – Attorneys.Media Let’s talk about the fee structure of estate planning. You know, in my research for this interview, I saw a number of things that said flat fee, hourly, and of course scheduled amounts as different options. You know, it’s like an a la carte. So, what is the norm? […]
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Ray Hrdlicka – Host – Attorneys.Media How do you choose an attorney that you know is going to do the best, to give you the best results, that is going to ask the right questions, that is going to be there when you have questions? Andrew Dósa – Estate Planning Attorney – Tacoma WA and
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Ray Hrdlicka – Host – Attorneys.Media You mentioned two things in there, a will and a trust. So let me ask this question. If somebody is thinking about estate planning and they say, “Wait a minute, I have a will. Do I really need a trust?” What would you say to them? Andrew Dósa –
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Ray Hrdlicka – Host – Attorneys.Media Well, you hit my next question. Is it better to inherit a house or put it to trust? And that’s what you’ve just described. Andrew Dósa – Estate Planning Attorney – Tacoma WA and Oakland, CA Yeah, well, you can do both. If you inherit it, well, you can
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Ray Hrdlicka – Host – Attorneys.Media What type of documents do you want somebody to bring to you in their first meeting? Andrew Dósa – Estate Planning Attorney – Tacoma WA and Oakland, CA Sure. The thing that I will do is send out an estate planning questionnaire. And it will ask those three basic
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Ray Hrdlicka – Host – Attorneys.Media Who does, and then who doesn’t, need estate planning? Andrew Dósa – Estate Planning Attorney – Tacoma WA and Oakland, CA Right. Well, the answer is probably everybody needs something, because we all have something. And if we have family and friends, or if we have children, we want
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Ray Hrdlicka – Host – Attorneys.Media Okay, well let’s talk about funding the trust. What does that mean? Andrew Dósa – Estate Planning Attorney – Tacoma WA and Oakland, CA All right, the point of a trust is to have all your assets there and not outside the trust. So, funding the trust simply means
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Ray Hrdlicka – Host – Attorneys.Media Well, you’ve mentioned probate two or three times now. So that word has a kind of a negative connotation in the general public. And then you mentioned about the State making the decisions for you. So tell us a little bit about why that’s a really bad thing. Okay.
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Ray Hrdlicka – Host – Attorneys.Media What makes you different than the guy next door in terms of estate planning? You know, why should somebody, when they’re talking to those three to five different estate planning attorneys that they want to talk to, why should they choose you? Andrew Dósa – Estate Planning Attorney –
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Ray Hrdlicka – Host – Attorneys.Media You mentioned several times: who does somebody choose to perform these duties? Now, we’re obviously talking about people at a later stage of life. Let’s say that there’s a couple, right? They’re not a single individual; they’re a couple. So, can both spouses be represented by you, by an
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